System and method for software integration and factory deployment

ABSTRACT

A software management database contains data structures supporting computer software provisioning for a range of CTO/BTO variations, language variations, region variations, and operating system variations.

RELATED APPLICATION

This application claims priority from U.S. provisional application 60/722,130, filed Sep. 29, 2005, incorporated herein by reference.

I. Field of the Invention

The present invention relates generally to systems and methods for software integration and factory deployment of the software.

II. BACKGROUND OF THE INVENTION

Producing consumer electronics and in particular computers that might incorporate, in addition to operating systems with various configurations and suites of applications, several subsystems, each in turn with their own software drivers, can be complicated. Not only must a bill of materials (BOM) be defined, managed, and conformed to, but product defects and corrective actions must also be managed in way that ensures corrective action can be known and taken across the globe.

Because of the complexity inherent in the above considerations, it can happen that more than a single management system might develop over time, complicating efforts to integrate knowledge and data. As recognized herein, it is desirable to have a management system that can integrate the knowledge and input of designers, engineers, software integrators, etc. in ways that reduce engineering lead times and provide ease of tracking defects and cures to the defects in a single, globally shared system within an enterprise, while providing an easy way to manage regional differentiation of software offerings, sharing information between business groups within the enterprise, and eliminating duplicative data maintenance.

For example, many computers are sold on a configure to order/build to order (CTO/BTO) basis. Each software part can have a multidimensional relationship with each stock keeping unit (SKU) that represents a product when region, language, various operating system versions, and platforms are factored in. Thus, each software part can potentially have dozens of version releases to accommodate all of these variables. As but one example of the complexity of providing CTO/BTO computers, one version of a “click to DVD” software may be used only on French Windows MCE SR series SKUs that are sold only in Quebec, but another version may be designed to work on any model using Windows XP Home Edition Spanish Version regardless of region.

As another example of complexity, consider that there are currently about ten Sony VAIO platforms worldwide, and each platform may contain multiple VAIO models with variations on CPU, RAM, HDD capacity, wireless (WLAN, WWAN, and Bluetooth), graphics chipset, etc. Several major regions that include an even greater number of languages in many different countries, along with plural operating system variations, may require support. Still further, each model of VAIO for each region/language/country/OS variation contains well over one hundred pieces of software, each of which may be a unique version for only that model, or may be used for multiple models of VAIO, giving an idea of the exponential scope of the relationship between software and computer models the database must be designed to support. In summary, the relationships between software parts and the platforms they are used on have become extremely complex, and with this critical recognition in mind, the invention herein is provided.

In addition, the present invention critically recognizes that the quality of the final product is important. As understood herein, each piece of software may contain defects, or when combined in an image with other software may cause defects to be generated.

SUMMARY OF THE INVENTION

As set forth further below, processes and tools are provided herein for quickly assessing the quality of a project by relating the defects to part releases, which are in turn related to projects. For example, if a major flaw is found in a particular release version of a part, this defect is related to the appropriate part release or releases so that the defect is instantly related to all the projects that use the particular part release. Given the complexity of the software BOMs, without the present invention this task would be difficult and time consuming to do manually.

Thus, preferred implementations of the present invention correlate the relationships between software parts, the platforms they are used on, and the quality of those parts.

A method is disclosed for managing computer production in an enterprise. The method includes receiving a block of software offerings, with each block being associated with at least one product series. A product series component structure is received that defines parts for a respective product series. Parts that are required for a product series are added to the block associated with the series, with parts being assigned to each software class and related software specification pair in a block based on the part or parts required for the pair to thereby define a design structure. The method includes establishing a software bill of materials (BOM) based on the design structure using a template and/or a snapshot.

In non-limiting implementations the method includes defining software offerings. A software offering includes at least one software class and at least one associated software specification. Software offerings are associated with respective product series to establish a configuration, with configurations cumulatively defining a configuration range that contains product offerings of the enterprise for all regions in which the enterprise does business. The method may include grouping classes into blocks. A block is associated with at least one product series.

The non limiting method may also include defining which classes are dependent on each other, and defining which blocks are base blocks. Defects can be associated with related classes and corrective actions associated with respective defects.

If desired, the method can includes associating a respective installation file with each software offering. Each installation file may include a data file format version number, a version number of an installation data snapshot, an installation order for modules, data required for confirming successful installation, cyclic redundancy check (CRC) data for each binary file, path information thr locating files in a file store, partition size information for recovery and customer partitions. Also, installation anal recovery tools may use a list of software releases directly instead of microcode, which is used only for customer recovery, with microcode bit mappings being constrained to respective recovery media sets.

In another aspect, a software management database on a computer readable medium can contain data structures supporting computer software provisioning for a range of CTO/BTO variations, language variations, region variations, and operating system variations.

Non-limiting data structures may include bill of materials (BOM) entities containing information related to parent BOMs and child BOMs, if any. Each BOM entity can also include an engineering part ID, a software release ID, a major version ID, a group ID, a component ID, a planning parts ID, and a software series ID. A plan parts entity can also be provided that includes launch dates for software base releases, import dates for software bases indicating when the bases were imported into computers, and identifications for software bases.

Other non-limiting entities in the database may include component entities including launch dates for software base releases, import dates for software bases, identifications for software bases. Software release entities containing a base ID, a name, a file path, a launch date can also be provided, as can be software release status entities that include data representing status and name of a software release. Additional database entities may include: a group entity containing data representing a name and launch of a type, a series entity containing a software series ID, base ID, name, an indication of being active, a launch date, an import date, an engineering parts entity containing an engineering part ID, a base ID, a type ID, a name, a launch date, and indication of dependent parts, an engineering parts major revision entity containing information related to default use, an engineering part software release entity containing information on a related engineering part entity, a related engineering parts major revision entity, a related language code entity, and a language entity containing information related to a language name and a language code.

In another aspect, a computer-implemented system for creating bills of materials (BOMs) includes logic that can be executed by a computer and stored on a computer readable medium. The logic facilitates creation of BOMs using templates and/or snapshots. BOMs can be automatically generated based on part attributes and groups of parts, major versions, and releases. The logic can automatically check BOMs to reduce errors.

In still another aspect, a computer system executing logic stored on a computer readable medium enters, into a first database, first software data. The first software data includes operating systems and configure to order build to order (CTO/BTO) options. The system transfers at least some of the first software data in the first database to a comprehensive global database, referred to herein colloquially as “ePic.” Second software data such as operating system updates, device drivers, and utilities is automatically adding to a bill of materials (BOM) through the comprehensive global database. Also, software along with metadata that describes the software can be checked into the comprehensive global database by users, and the BOM for a specific series/language/region can be frozen/locked and the process to create factory deliverables including software image, software modules, and data can then begin.

The database tracks defects and relates them to parts, stores test cases which are related to parts which in turn allows test strategies to be auto-generated.

The details of the present invention, both as to its structure and operation, can best be understood in reference to the accompanying drawings, in which like reference numerals refer to like parts, and in which:

BRIEF DESCRIPTION OF THE DRAWINGS

FIGS. 1-3 are diagrams of non-limiting software management phases;

FIG. 4 is a flow diagram of non-limiting overall software development, integration, and factory deployment processes;

FIG. 5 is a flow diagram of a non-limiting software planning process;

FIG. 6 is a flow diagram of a non-limiting bill of materials (BOM) creation process;

FIG. 7 is a flow diagram of a non-limiting software development process;

FIG. 8 is a flow diagram of a non-limiting software integration process;

FIG. 9 is a flow diagram of a non-limiting factory deployment process;

FIG. 10 is a flow diagram of aspects of a non-limiting factory deployment process;

FIG. 11 is a flow diagram of a non-limiting software installation process;

FIGS. 12-17 are non-limiting screen shots used for defect management and test case management purposes;

FIG. 18 is a diagram showing software inputs to the epic database interface;

FIG. 18A is a flow chart of logic of downloading an image to a test system;

FIG. 19 is a flow chart showing how BOM snapshots are generated, automatically at least in part, and entered into epic;

FIGS. 20 and 21 are consolidated diagrams showing the interaction between various entities in a non-limiting implementation;

FIG. 22 is a diagram showing various data entities in the ePic database and some of their attributes;

FIG. 23 is a map showing a non-limiting deployment regime;

FIG. 23A is a flow chart showing software integration logic;

FIG. 24 is a flow diagram showing a non-limiting factory deployment process; and

FIGS. 25-27 are further non-limiting defect-related screen shots.

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENT

In the present non-limiting implementation, only part of the software data is contained in a data store referred to below as “DB Hero”. Specifically, software data that is visible to customers (e.g., operating systems, configure to order/build to order (CTO/BTO) options, software highlighted on web sites, etc.) is entered into DB Hero. As set forth in the specification below, periodically, some of the data from DB Hero is pushed to a comprehensive global database referred to herein as ePic, including both stock keeping unit (SKU) data and software data.

Software data that is not as visible to customers (such as operating system updates, device drivers, utilities, etc.) are added to the bill of materials (BOM) through the comprehensive global database. Software is checked into the comprehensive global database by developers, vendors or engineers, along with metadata that describes the software for process tools. The BOM for a specific series/language/region is frozen/locked and the process to create the factory deliverables (software image, software modules, and data) can then be started. As set forth in the detailed specification below, various process tools and manual process can be used to create the factory deliverables, all of which use data stored in the comprehensive global database.

Additionally, the factory deliverables are tested and validated to meet quality standards. The factory deliverables, and the metadata that describes them, are then delivered to the factory to be used in mass production.

To better understand terms used herein, the range of potential software offerings for a given sales cycle is defined as a set of classes and specifications. The class structure captures how the various software items will be offered to the customer, and is a specific type of software. Specifications, on the other hand, are individual software items that are associated with classes. Thus, a specification is an option that the customer may choose within a class, and a class may have more than one specification while a specification is assigned to only one class. Software offerings (classes and specifications) are associated with individual series, with the resulting structure being called the “configuration range,” The configuration range for a SKU is a list of all the Classes (and specifications) that are offered for that SKU.

By way of non-limiting example only, a “class” might be “pre-installed office software”, and specifications within that class from which the customer can select might be “MS Office professional”, “MS Office Small Business”, “MS Office Basic”, and “MS Works.”

With the detailed description below it will be appreciated that the database herein supports software variations in CTO/BTO, language, region, and OS. In addition, this database, and the tools that use it, allow for the creation of CTO systems, based on individual customer orders, in the mass production process with every piece of software preinstalled and ready to use, allowing for a virtually infinite number software offerings to customers as opposed to a few pre-defined options.

Also, unnecessary duplicate data entry is eliminated, hardware components are automatically mapped to software releases, and developers can specify language and geographic region supported for each software release at the time of software check-in, with the correct release being assigned to each BOM automatically. Further, BOMs are created using templates and snapshots for efficiency. Moreover, BOMs are automatically generated based on part attributes to reduce effort, and groups of parts, major versions, and releases can be defined and reused. Automatic checking of the BOMs is provided to reduce errors. In addition, installation and recovery tools use a list of software releases directly instead of microcode, which is used only for customer recovery, with microcode bit mappings being constrained to each recovery media set that is defined. This solves the problem of limited microcode bits and makes the changing of a recovery key easier.

Below are details of one non-limiting implementation of present principles, FIG. 1 illustrates that the present methods may be undertaken by a computer system 10 including one or more enterprise computers 12, each potentially having its own monitor 14 which can display the screen shots described below. The enterprise computers 12 can be used by developers and software engineers to execute the invention. Thus, the logic and the databases herein (including the so-called “DBHero” database 16 and global database 18, referred to herein as “epic”) may be distributed over plural computers if desired, and some of the method steps may be undertaken by human users of the enterprise computers 12 while other method steps can be undertaken automatically by logic resident on computer readable media in computers. The computer readable media can include but is not limited to RAM, ROM, floppy disks, hard disk drives, optical disk drives, solid state memory devices, etc.

Referring briefly to FIG. 19 out of turn, logic for creating BOMs is shown. Beginning at start state 20, a software developer or integrator selects a software series, discussed above, from a list of series. The series can include data on software that an end user ordinarily “sees”, e.g., operating systems and configure to order/build to order (CTO/BTO) software options.

A human language and/or geographic region is selected at state 24 and then based on the selected language and region, at state 26 a processor in one or more of the enterprise computers 12 shown in FIG. 1 can retrieve a list of component parts, including images and modules. These component parts typically include software the end user ordinarily does not “see” such as operating system updates, device drivers, and utilities.

The software integrator then selects the image or module to be built at state 28, and at state 30 a BOM snapshot from a list is selected for the part selected at state 28. In response, a processor in one or more of the enterprise computers 12 shown in FIG. 1 then downloads, at state 32, BOM items from a file store that may be resident in the global database 18 shown in FIG. 1 to create an image to be loaded onto a computer to be vended. The image is checked in to the global database 18 at state 34 and uploaded to the file store, from whence it may be downloaded in the factory and loaded onto a computer to be vended. The process ends at state 36.

A detailed description of a non-limiting implementation of the invention follows below.

0 Project Objectives 0.1 Goals

-   -   Enable a global software CTO process which can be used for all         VAIO business styles (CTO, BTO, Retail).     -   Redesign the software process from design through manufacturing         to be a global process.     -   Define a global modular software specification.     -   Define a global recovery specification.     -   Integrate the software and hardware design process.     -   Shorten lead-time to market.     -   Reduce engineering costs.     -   Shift engineering resources from maintenance roles to value-add         development roles.     -   Maintain product quality in the new process.     -   Create a flexible process and system.     -   Automate tasks where appropriate to create greater accuracy and         speed in activities.

0.2 Critical To Quality

-   -   World-wide scalability.     -   Global access to system (including third parties).     -   Data portability.     -   Multi-language handling for software items.     -   Seamless interfaces to DH Hero.     -   Turn-key factory deployment.

0.1 Dependencies and Assumptions 1.1 Dependencies 1.2 Assumptions

-   -   LangRegion Specifications (Specs) in DB Hero will be reused         between series.     -   Software parts in DB Hero will be defined so that the “Part         Name” and “Major Version” will be separate fields.     -   No language/region specific information will be entered for         parts into DB Hero unless royalty/licensing requirements differ         by language/region for the given software part.

User Roles and Responsibilities

-   -   Product Planner         -   Determines the VAIO hardware and software offerings to be             made to customers.     -   Program Manager         -   Works with product planners, sales and marketing, and             engineering to produce a detailed product plan and offering             strategy for each VAIO product series.     -   Software Developer         -   Develops software to be included in VAIO product offerings.         -   Prepares software so that it may be delivered to the factory             for installation on products.     -   Software Integrator         -   Uses OPK (OEM Pre-installation Kit) in combination with             build systems to prepare images.         -   Prepares data used in the factory to convert manufacturing             bills of materials (BOMs) to a list of software items for             installation.         -   Prepares data used to facilitate the software recovery by             the customer in the event of a failure with their VAIO             product.     -   Project Test Lead         -   Person in charge of preparing test cases and test strategies             for a series and/or project (project would be Windows beta             or VAIO mouse—this concept is not managed by ePic).         -   Assesses defects and devises test strategies to ensure they             are fixed.     -   Test Lead         -   Tester in charge of an individual software release/component         -   Maintain test cases as requirements change.         -   Resolves defects.     -   Tester         -   Tests software deliverables to ensure quality product.         -   Identifies and tracks defects.         -   Reports quality status.         -   Sometimes maintains test cases as requirements change.     -   Factory Engineer         -   Deploys the tools and software deliverables to the factory             floor so that they may be automatically installed.         -   Collects data produced in the factory installation process             and delivers it to a data warehouse.     -   Customer         -   Makes hardware and software choices when placing an order             for a custom product.         -   Initiates the recovery process in the event of a system             failure.         -   The customer does not interact with the SIFD system             directly.     -   3 Party Developer         -   Checks current software releases.     -   3^(rd) Party Factory Engineer/QA Tester         -   Downloads or receives software deliverables and tools.

3 Business Process 3.1 Hardware Design

The Software Integration and Factory Deployment Project solution will operate within the context of the new design process specified as part of the DB Hero project. FIGS. 1 through 3 represent a non-limiting version of DB Hero process.

FIGS. 1-3 do not include software related tasks. One objective of the proposed invention is to integrate the software and hardware design processes.

3.2 Overall Software Process—Now Referencing the Non-Limiting Process Outlined in FIG. 4.

1. Software Planning and Design

-   -   a. Description         -   i. Program Managers and Product Planners define software             offerings.     -   b. Inputs         -   i. Previous cycle's software offerings.         -   ii. New software offerings.     -   c. Outputs         -   i. Configuration (Config) Range and Component Structure.     -   d. System Interactions         -   i. Offering structure and planning parts are entered in DB             Hero.         -   ii. Planning Parts and Component Structure are transferred             to ePic.

2. Software Development

-   -   a. Description         -   i. Register engineering parts and develop software.     -   b. Inputs         -   i. Software offerings.         -   ii. Planning parts from DB Hero.     -   c. Outputs         -   i. Software applications, drivers, documentation, and other             software items.     -   d. System Interactions         -   i. Part registration and item check-in in ePic.

3. Software Integration

-   -   a. Description         -   i. Define image BOMs, build images, define media sets             (factory and recovery), and prepare factory deliverables.     -   b. Inputs         -   i. Software items checked-in by developers.     -   c. Outputs         -   i. Images, Modules, and Series Software BOM.     -   d. System Interactions         -   i. Register parts.         -   ii. Check image releases.         -   iii. Create series software BOM.         -   iv. Define recovery media.

4. Release to Manufacturing

-   -   a. Description         -   i. Planner or Program Manager issues a RIM for a             series/region.     -   b. Inputs         -   i. Series software BOM     -   c. Outputs         -   i. Installation data file. RTM'ed image and module releases.         -   ii. RTM Notification.     -   d. System interactions         -   i. RIM is issued in ePic.         -   ii. Installation data file is auto-generated in ePic.

5. Download installation data, images, and modules to factory

-   -   a. Description         -   i. Factory engineer downloads required files from ePic or             receives them by disk,         -   ii. Factory engineer deploys the files to manufacturing             servers.     -   b. Inputs         -   i. Notification email of updated installation data.     -   c. Outputs         -   i. Factory has up to date BOM information and all required             images and modules,     -   d. System interactions         -   i. Factory engineer downloads or receives latest version of             installation data file.         -   ii. If the factory receives files by network, the factory             file store system automatically downloads required images             and modules and removes obsolete files.         -   iii. If the factory receives files by disk, the factory             engineers load the files manually into the local factory             file store.

3.3 Planning

The process outlined in the non-limiting diagram of FIG. 5 may be carried oat in the DB Hero system. This process describes how the software and hardware design processes are integrated in DB Hero.

The process definitions are tailored to capture details relevant to SIFD only. Details of the hardware design process are not captured here.

This process describes how the software and hardware design processes are integrated in DB Hero.

1. Define Series

-   -   a. Description         -   i. Hardware planners define the series code names and             numbers for a given sales cycle.     -   b. Inputs         -   i. The list of new product series to be offered for a given             sales cycle.     -   c. Outputs         -   i. Series prototype numbers.         -   ii. Series code-names.     -   d. System Interactions         -   i. Series information is entered into DB Hero.

2. Identify Software Offerings

-   -   a. Description         -   i. The planner or program manager defines the software             strategy for a given sales cycle. This strategy does not yet             specify which software offerings will be made at a series             level.         -   ii. Sony and 3^(rd) party software offerings that may be             carried over from a previous cycle are identified.         -   iii. New Sony and 3^(rd) party software offerings are             identified.         -   iv. Updates to existing specifications are made if required.         -   v. New specifications are added to classes if required.     -   b. Inputs         -   i. Previous cycle 3^(rd) party vendor software items.         -   ii. Previous cycle Sony software items.     -   c. Outputs         -   i. The tentative list of 3^(rd) party and Sony software             offerings for the given sales cycle.     -   d. System Interactions         -   i. None.

3. Define Classes and Specifications

-   -   a. Description         -   i. A “Class Definition Committee Meeting” is held multiple             per year. The purpose of each meeting will be to define the             software classes and their contents (specifications) to be             used two sales cycles later. Hardware classes are defined             separately.         -   ii. The range of potential software offerings is defined for             the given sales cycles as a set of classes and             specifications. Offerings for individual product series will             not be defined at this point.         -   iii. The classes and specifications defined are global and             commonly used across all regions. The class structure             captures how the various software items will be offered to             the customer.         -   iv. Specifications for individual software items, if known,             are identified and associated with classes.     -   b. Inputs         -   i. Previously defined classes and specifications.         -   ii. New class definition ideas.     -   c. Outputs         -   i. Class Names.         -   ii. Specification Names (e.g. class contents).         -   iii. Class/Specification relationships.     -   d. System Interactions         -   i. A DB Hero administrator enters the classes into DB Hero.             Users cannot input classes due to limitations of DB Hero             Software.         -   ii. A Product Planner or Program Manager enters             specification information and elms/specification             relationships into DB Hero.

4. Define Planning Level Parts (e.g. royalties, catalogue, etc.)

-   -   a. Description         -   i. Software offerings are broken down into individual parts.             Offerings which have varying royalty, licensing, or             catalogue requirements must be broken up into discrete             items.         -   ii. These parts will be associated with classes and             specifications during the block definition process at a             later time.         -   iii. These parts will later be used in ePic to help create             SW BUMS,     -   b. Inputs         -   i. Software offerings.         -   ii. Royalty, licensing; and catalogue requirements.     -   c. Outputs         -   i. List of software parts.     -   d. System interactions         -   i. The parts identified are registered in DB Hero.

5. Define Offerings Structure and Constraints

-   -   a. Description         -   i. Software offerings (classes and specifications) are             associated with individual series. The resulting structure             is called the Config Range. The Config Range is global in             scope and contains all product offerings, both hardware (HW)             and software (SW), for all regions.         -   ii. Constraints on the offering range are identified as             necessary for engineering or business reasons. These             constraints are also global in scope; they do not reflect             regional constraints. Regional constraints will be             implemented in regional CTO sales systems or implicitly             included in fixed configurations defined from the Config             Range.     -   b. Inputs         -   i. The software offerings (classes and specifications)             identified for the given sales cycle.     -   c. Outputs         -   i. Offering strategy, structure, and constraints, series by             series.     -   d. System Interactions         -   i. The classes selected are associated with a series and are             entered in DB Hero resulting in the Config Range,         -   ii. Constraints are defined in DB Hero as rules against the             Config Range.

6. Define Block Structure

-   -   a. Description         -   i. Block structure definitions are used to generate the             component structure. Users group classes into blocks and             define which classes are dependent on each other and which             blocks are “base blocks.”     -   b. Inputs         -   i. Config Range for each series,     -   c. Outputs         -   i. Block structure of the classes for a given series.         -   ii. Component Structure without parts.     -   d. System Interactions         -   i. The blocks defined are entered in DB Hero.         -   ii. Classes are associated with the blocks per the defined             block structure in DB Hero.         -   iii. “Dependency” and “Base Block” flags are set as             required.

7. Confirm Component Structure

-   -   a. Description         -   i. Program Manager or Product Planners confirm components             without parts whether these components are made in just             proportion—without exaggeration or omission—for their             region.         -   ii. Confirmation of components is done by each region.     -   b. Inputs         -   i. Component Structure without parts.     -   c. Outputs         -   i. Confirmation List.     -   d. System Interactions         -   i. None.

Notes:

-   -   1, DB Hero series can be made “cycle-less” by adding an         additional class specifying product cycle or software revision         for integrators to manage software offerings from series to         series.         3.4 Engineering Software BOM Creation—Now referencing the         limiting process outlined in FIG. 6.

1. Transfer Parts and Series info to ePic

-   -   a. Description         -   i. The parts and series defined DB Hero are transferred to             ePic.     -   b. Inputs         -   i. Series and Parts registered in DB Hero,     -   c. Outputs         -   i. Series and Planning Parts registered in ePic.     -   d. System Interactions         -   i. Scheduled system process and/or user initiated process.

2. Planning BOM Creation

-   -   a. Description         -   i. Parts required for each block are added to the block             structure for a series. The parts are assigned to each             class/specification pair in a block based on which parts are             required for that option. This structure is called the             “Design Structure.”         -   ii. When the Design Structure is complete, DB-Hero generates             the Component BOM, e.g. Component Structure, for the series.     -   b. Inputs         -   i. Block Structure.         -   ii. Parts.     -   c. Outputs         -   i. Component Structure with parts,     -   d. System Interactions         -   i. Parts are associated with specs via a block/spec pivot             table DB Hero.

3. Define engineering image and module parts as required

-   -   a. Description         -   i. Developer or integrator defines engineering parts in ePic             as required. ePic engineering parts can include many things,             including images, modules, recovery media sets,             documentation, etc.         -   ii. Developer defines technical attributes of each part.             (See ePic attributes below for more details.)         -   iii. Developer optionally specifies the target series for             this part. One or more target series may be specified.         -   iv. Developer specifies the languages to be supported by             this part.         -   v. Developer specifies dependencies between this part and             other parts.         -   vi. Developer provides installation instructions, including             installation order.         -   vii. Once these parts have been fully registered in ePic,             associated software releases for the standalone parts can be             checked-in.         -   viii. Composite parts, e.g. images, multipart modules, and             recovery media, will require BOMs to be created before             automated building can begin.     -   b. Inputs         -   i. Information from hardware engineers, software engineers,             and planners.     -   c. Outputs         -   i. List of parts with their associated attributes and target             series/language information.     -   d. System Interactions         -   i. Parts, attributes, and target series/language information             is entered into ePic via user interface.

4. Associate planning level parts with engineering parts

-   -   a. Description         -   i. Developer/Integrator associates planning parts from DB             Hero with one or more engineering parts defined in ePic.         -   ii. This activity is done for any planning parts that             correspond to ePic engineering parts.         -   iii. These associations will be used later to generate the             “Series Software BOM”.     -   b. Inputs         -   i. DB Hero part list (planning parts).         -   ii. Engineering parts as defined in ePic.     -   c. Outputs         -   i. Planning to engineering part associations.     -   d. System interactions         -   i. The associations will be created via ePic user interface.

5. Define image & module contents where required

-   -   a. Description         -   i. Developer/integrator creates individual image/module BOMs             by defining relationships between parts. The Engineering             Parts to be included in a given image or module are             specified as the children of the top level part.     -   b. Inputs         -   i. Parts completely defined in ePic.     -   c. Outputs         -   i. Image/module BOMs,     -   d. System Interactions         -   i. Developer/Integrator creates BOM structures in ePic using             functions specific to each part type, e.g., “Image Planner”,             “Media Planner”, “Module Planner.”

6. BOM Confirmation

-   -   a. Description         -   i. Program Managers or Product Planners confirm component             structure.         -   ii. Confirmation of component structure is done by each             region.     -   b. Inputs         -   i. Component Structure, including parts.     -   c. Outputs         -   i. Confirmation list or minutes of meeting,     -   d. System Interactions         -   i. None.

7. Transfer Component BOM to ePic

-   -   a. Description         -   i. The component BOM for a given series is transferred to             ePic.     -   b. Inputs         -   i. DB Hero Component BOM.     -   c. Outputs         -   i. Component BOM registered in ePic.     -   d. System Interactions         -   i. Scheduled system process and/or user initiated process.

8. Create Series Software BOM

-   -   a. Description         -   i. The “Series Software BOM” is a detailed BOM containing             all the software releases assigned to a given product series             and their relationship to DB Hero Component part numbers. It             represents all the software releases (image, module             deliverables) that could be installed on a unit and not the             software BOM for a specific configuration.         -   ii. This BOM is initially generated automatically based on             the target information of engineering parts, engineering             part associations with planning parts, and the DB Hero             Component DOM. The user can then make changes before the BOM             creation process is complete.         -   iii. This data will be combined with recovery and             installation data to create an installation data file for             the factory.         -   iv. After initial generation, this BOM may be manually             modified in the system to manage exceptions/limitations of             software releases that are not covered by basic assignment             to series and languages or DB Hero constraints.     -   b. inputs         -   i. Image/module target series information.         -   ii. Planning part/engineering part associations.         -   iii. DB Hero Component BUM.     -   c. Outputs         -   i. Series Software BUM.     -   d. System Interactions         -   i. User will create Series SW BUM using a wizard.         -   ii. Series Software BUM may be edited via ePic

3.5 Software Development—Now Referencing the Non-Limiting Process Outlined in FIG. 7.

1. Register DB Hero Part

-   -   See section 7.3, step 4.

2. Transfer Parts to ePic

-   -   See section 74, step 1.

3. Register Part (ePic)

-   -   See section 7.4, step 3.

4. Associate Planning Parts with Engineering Parts

-   -   See section 7.4, step 4.

5. Develop Software Module

-   -   a. Description         -   i. Software Developer codes software module,     -   b. inputs         -   i. Part definition and technical attributes as specified in             ePic.     -   c. Outputs         -   i. Packaged software module with all required installation             scripts.     -   d. System interactions         -   i. None.

6. Check-In Software Module

-   -   a. Description         -   i. Developer checks-in a software build.         -   ii. Developer updates technical attributes as required.             These attributes include installation details, supported             languages, and other technical information about the             release.         -   iii. Developer logs release notes.     -   b. inputs         -   i. Packaged software module with all required installation             scripts.     -   c. Outputs         -   i. Module is stored in the ePic file store.         -   ii. Technical information and release notes stored in ePic.     -   d. System Interactions         -   i. The module check-in procedure will be initiated via ePic             user interface or client utility.         -   ii. Files will be uploaded to a local file store, should             they be available. If the files represent a module or             application, they will be replicated automatically to other             file stores. If files represent an image, they will not be             replicated to other file stores unless other system users             request the replication.

3.6 Software Integration—Now Referencing the Non-Limiting Process Outlined In FIG. 8

ePic System Interlace can Engage Each Regional Build Tool Implementation.

1. Extract Build Info

-   -   a. Description         -   i. Integrator initiates build process. Build tools gets             build data from ePic to be used as input to the build tools.     -   b. inputs         -   i. ePic image ROM and technical attributes.     -   c. Outputs         -   i. Build data fat matted generically.     -   d. System Interactions         -   i. Each regional build system will interface with ePic to             obtain image BOMs and software parts.

2. Build Image

-   -   a. Description         -   i. Image is constructed using build tools.     -   b. inputs         -   i. Build data extracted from ePic.     -   c. Outputs         -   i. Image files and additional data to be stored in ePic.     -   d. System Interactions         -   i. None.

3. Check-in Image

-   -   a. Description         -   i. Integrator checks-in image files to ePic.     -   b. Inputs         -   i. Image files and additional data to be stored in ePic.     -   c. Outputs         -   i. Image files are store in the ePic file store and relevant             data is updated.     -   d. System. Interactions         -   i. Information required for check-in will be entered             manually into ePic via UI or supplied by the build system             via an interface to ePic.         -   ii. Image files are uploaded to local file store as part of             check-in function.             -   3.7 Test Management and Defect Tracking

3.8 Factory Deployment 3.8.1 Online Factory Deployment Process—Now Referencing the Non-Limiting Process Outline in FIG. 9.

1. Release to Manufacturing

-   -   a. Description         -   i. Program Manager releases a series to manufacturing. This             is done at for a Series/LangRegion combination.         -   ii. The system performs a number of sanity checks:             -   1. Ensure that all SW releases are Golden Master or                 Release Candidates.             -   2. Ensure that releases exist in the system for the                 selected LangRegion.     -   b. Inputs         -   i. Series SW BOM.     -   c. Outputs         -   i. New snapshot of RTM'ed Series SW BOM.     -   d. System Interactions         -   i. PM issues RTM in ePic.

2. Generate Installation Data File

-   -   a. Description         -   i. The system updates the Installation Data File for the             RTM'ed releases.     -   b. Inputs         -   i. Series Software BOM.         -   ii. Software release attributes.     -   c. Outputs         -   i. Updated installation data file.     -   d. System Interactions         -   i. None. This is an automated ePic process,

3. Notify Factory Engineers

-   -   a. Description         -   i. ePic notifies factories that installation data has been             updated. Only factories that are affected should be             notified.     -   b. Inputs         -   i. Changed Installation data file.     -   c. Outputs         -   i. Email notification message.     -   d. System Interactions         -   i. None. Automated ePic process.

4. Download Installation Data File

-   -   a. Description         -   i. Factory Engineer downloads the installation data file             from ePic,     -   b. Inputs         -   i. Notification email.     -   c. Outputs         -   i. Latest installation data file.     -   d. System Interactions         -   i. Initiate update of installation data file for the             Series/LangRegion via file store function,

5. Download Image and Module Files.

-   -   a. Description         -   i. The factory file store is updated with the latest image             and module files.     -   b. Inputs         -   i. Installation data file.     -   c. Outputs         -   i. New required images and modules are downloaded to local             file store.         -   ii. Obsolete images and modules are deleted from local file             store.     -   d. System interactions         -   i. Initiate update of image/module releases for the             Series/LangRegion via file store function.

6. Place order (NOTE: This step does not involve interaction with ePic. It is depicted here to show the order process relative to factory deployment for a CTO sales process).

-   -   a. Description         -   i. Customer places an order on a sales system.     -   b. Inputs         -   i. Customer CTO choices or Fixed SKU selection.     -   c. Outputs         -   i. Configuration as a list of DE Hero components.     -   d. System Interactions         -   i. Customer places order in sales system.         -   ii. Sales system or order management system passes order on             to factory shop floor control system,         -   iii. Factory shop floor system delivers list of components             to installation tools.

7. Install Software

-   -   a. Description         -   i. The installation data file and list of components in a             file for the configuration are provided as inputs to the             installation tools.         -   ii. The installation tools automatically install required             software. Sec section 7.9 for further details.     -   b. Inputs         -   i. Configuration of DB Hero component part list.         -   ii. Installation data file from ePic.     -   c. Outputs         -   i. Log data file.     -   d. System Interactions         -   i. Installation tools are executed via automated factory             process.         -   ii. Log file must be collected to a central location (should             be implemented in factory process).

8. Deliver Log data to GARATA

-   -   a. Description         -   i. Log data file generated during the installation process             is delivered to GARATA for loading into the database.     -   b. Inputs         -   i. Log file from installation process.     -   c. Outputs         -   i. Log file stored in GARATA or other data warehouse system.     -   d. System Interactions         -   i. Log file should be delivered to appropriate Sony server             by FTP or other means.         -   ii. Files should be loaded into a database.

3.8.2 Offline Factory Deployment Process is Shown in FIG. 10. 3.8.3 Running Change Process

This section describes how running changes would be issued using ePic. This is the VOA EPC process adapted to ePic functionality.

3.8.3.1.1 Purpose

To facilitate, review and implement any Engineering Processing Changes (EPC's) to projects after initial RTM has been issued.

3.8.3.1.2 Definitions

EPC-A: A running change in which existing software on the Series Software BOM RTM snapshot is patched in the manufacturing process. These are deployed as modules of type EPC. There are two types of EPC modules:

-   -   Temporary—Applied during imaging and “thrown away”. Not in HDD         recovery partition.     -   Permanent—Applied during imaging and “kept”. Copied to the HDD         Recovery Partition.         EPC-M: A running change in which a foundation image or module is         added/changed/deleted to/from the RTM snapshot of a Series SW         BOM.

3.8.3.1.3 Deliverables

-   -   EPC Notification—an automatic email triggered when a program         manager re-issues an RTM.     -   EPC Executable—module checked-in to an ePic file store and         distributed using online (network) or offline (media) delivery         methods.     -   Updated Installation Data File (IDF).     -   Testing Result (Product Quality Group).     -   Testing Result, if applicable (Manufacturing Quality Group).     -   Date EPC was implemented (Manufacturing)—relevant data should be         delivered to GARATA.

3.8.3.1.4 Participants

-   -   Program Management Representative     -   Software Integration Representative     -   Quality Group Representative     -   Sustaining Group Representative     -   Application Champion or other applicable group representative     -   Manufacturing Representative

3.8.3.1.5 Roles & Responsibility

-   1. Program Manager—Initiates EPC request, facilitates the     documentation, posting and announcement of EPC release. Issues RTM     in ePic to release the IDF and images/modules. -   2. Software Integration Representative—Creates executable, checks in     executable to ePic, announces release. -   3. Quality Group Representative—Tests and verifies EPC on applicable     models. -   4. Manufacturing Representative—Tests and verifies EEC on applicable     models, if applicable. Implements EPC and provides date of when EEC     was implemented.

3.8.3.1.6 Process

-   1. Program Manager will email a software integration representative     for an EEC request.     -   a. Email should appropriate documentation: issue(s), resolution,         applicable models. -   2. Software Integrator will create EPC module or replacement image     module. This may also be performed by the developer.     -   a. New release will be checked-ifs to ePic.     -   b. Appropriate changes will be made to the Series SW BOM         template.     -   c. New snapshot of the Series SW BOM Template will be created         and flagged as a release candidate (RC).     -   d. Quality group will be notified. -   3. Quality member tests software module.     -   a. Test strategies are updated.     -   b. Testing is performed and test results logged.     -   c. If testing fails Integrator is notified and steps from #2         repeated.     -   d. If testing is successful all interested parties are notified. -   4. Program manager issues an RTM for each applicable     Series/LangRegion in ePic.     -   a. System sends running change notification to applicable         persons. -   5. Installation data file and new release(s) are delivered to     factory.     -   a. Online or offline factory deployment methods documented above         are used to deploy EPC. -   6. If applicable, factory quality group tests new deliverables.     -   a. If testing fails, interested parties are notified and steps         from #2 repeated.     -   b. If testing succeeds, interested parties are notified. -   7. Factory Engineer deploys new deliverables are deployed in     production environment.     -   a. Data concerning which units have the EPC applied is collected         (from installation tool log data) and delivered to persons         responsible for loading data into GARATA.

3.9 Installation

The installation process and tools will be common for all QA, Factory, and Recovery applications and is in reference by the non-limiting process of FIG. 11.

1. Generate Software Release List

-   -   a. Description         -   i. The list of DB Hero component part numbers representing a             configuration are converted into a list of software             releases.         -   ii. This step can be skipped and process can begin from step             2 if a valid software release list has been generated by             other means.     -   b. Inputs         -   i. Configuration (DB Hero component part list).         -   ii. Installation data file from ePic.     -   c. Outputs         -   i. List of software releases,     -   d. System Interactions         -   i. Installation tools function,

2. Generate Recovery Key

-   -   a. Description         -   i. A list of software releases is used to generate a MCode.     -   b. Inputs         -   i. Software release list.         -   ii. Installation data file,     -   c. Outputs         -   i. Encrypted MCode.     -   d. System Interactions         -   i. Installation tools function.

3. Write Recovery Key to DMI

-   -   a. Description         -   i. The Encrypted MCode is written to DMI.     -   b. Inputs         -   i. Encrypted MCode.     -   c. Outputs         -   i. MCode stored in DMI.     -   d. System Interactions         -   i. This is done using DMI writing tools.

4. Partition Hard Drive

-   -   a. Description         -   i. The hard drive is partitioned according to data in the             installation data file.     -   b. Inputs         -   i. Installation data file.         -   ii. Series and LangRegion.     -   c. Outputs         -   i. Hard drive is partitioned appropriately.     -   d. System Interactions         -   i. Installation tools output a list of partitions with             sizes.         -   ii. Partition tools are used to partition the hard drive as             part of factory process.

5. Copy required file to recovery partition (HDD Recovery Only).

-   -   a. Description         -   i. If the series uses HDD Recovery partition, the recovery             partition is prepared by the installation tools:             -   1. The WinPE recovery partition is written to P1.             -   2. Images modules and required data are copied to the                 recovery partition.             -   3. Installation data file (or a portion of it) are                 copied to recovery partition.     -   b. Inputs         -   i. Software release list.         -   ii. Installation data file.     -   c. Outputs         -   i. Recovery partition is completely setup.     -   d. System Interactions         -   i. Installation tools function.

6. Prepare Customer Partition(s)

-   -   a. Description         -   i. If the series uses HDD recovery, then the customer             partitions are prepared by initiating the user recovery             process in “unattended mode.”         -   ii. If HDD recovery is not used, the installation tools             prepare customer partitions directly.     -   b. Inputs         -   i. installation Data File.         -   ii. Software Release list.     -   c. Outputs         -   i. Customer partitions are prepared.     -   d. System Interactions         -   i. Installation tool function.

7. Generate Log Data

-   -   a. Description         -   i. Data about the releases installed are stored in a file             suitable for loading into GARATA or any other data             warehouse.     -   b. Inputs         -   i. Data about installation activities.         -   ii. Information about the unit (S/N, service tag, MCode,             etc).     -   c. Outputs         -   i. File containing log information.     -   d. System Interactions         -   i. Creation of the log file is an installation tools             function.         -   ii. The log file must be collected and delivered to             appropriate system as part of factory process.             Within this process flow, three use cases for installation             tools will be supported:     -   1. Installation using a list of DB Hero component part numbers.         -   a. Convert list of component part numbers to list of             software releases.         -   b. Generate MCode using list of software releases.         -   c. Install software.     -   2. Installation using a MCode.         -   a. Generate list of software releases using MCode.         -   b. Install software.     -   3. Installation using a list of releases.         -   a. Generate MCode (optional).         -   b. Install software.     -   Factory Installation will use method #1 only. For retail models         the DB Hero component part number list can be prepared offline         and distributed at RTM time.     -   Recovery Media Sets (RDVD's or Fulfillment Media) can use method         #2.     -   HDD Recovery and recovery using customer created media can use         method #3.     -   Test system preparation can use all three methods.

3.10 Recovery 3.10.1 Recovery Media Preparation

1. Define recovery media engineering parts.

-   -   a. Description         -   i. Engineering parts for fulfillment recovery media are             defined in ePic as “Recovery Media Sets,” Engineering parts             for user created recovery media are not defined.         -   ii. NOTE: ePic need not be aware of specific recovery media             types (SRCD, ARCD, etc.). This can be managed by recovery             media creation tools. ePic also need not support media             layout functions: eventually only RDVD's with a single set             of recovery tools and factor-v distribution media need be             supported.     -   b. Inputs         -   i. Series Software BOM snapshot.         -   ii. Additional Engineering parts required for recovery             media,         -   iii. Media set specific information.     -   c. Outputs         -   i. Recovery media BOM in ePic.     -   d. System Interactions         -   i. User defines recovery media using “recovery media             planner” in ePic.

2. Generate MCode Specification.

-   -   a. Description         -   i. System calculates MCode Specification. An MCode             Specification (or MCode Spec) is a set of bit/release             relationships. More than one release can be assigned to one             bit.     -   b. Inputs         -   i. Series Software BOM.         -   ii. Component/Release Mappings.     -   c. Outputs         -   i. MCode Specification.     -   d. System Interactions         -   i. Automated process with possible manual intervention.

3. Create Recovery Media.

-   -   a. Description         -   i. Recovery Media (AKA, Fulfillment Media or RDVD's) are             created using external tools.         -   ii. Tools use BOM's created in ePic.         -   iii. Optionally, media images can be checked into file store             as a software release.     -   b. Inputs         -   i. Recovery Media BOM and attributes as defined in ePic.     -   c. Outputs         -   i. Physical Recovery Media.         -   ii. Optionally, media images.     -   d. System Interaction         -   i. Media creation tools interface with ePic to retrieve             Recovery Media BOM and part attributes.         -   ii. Media images optionally checked-in to ePic file store,             interactions with other systems.             4 Interaction with Other Systems.

4.1 Overview

ePic will interface with many systems and tools. This chapter summarizes those interfaces.

1. DB Hero

-   -   a. DB Hero may be the global product data management system         (PDM) for the VAIO business.     -   b. ePic can gather data from DB Hero to be used in BOM creation         and factory deployment.     -   c. ePic can interface directly to DB Hero to retrieve needed         data. No data need be fed back into ePic.

2. Image/Module Build Tools

-   -   a. Tools used to build image (or module) releases and check them         into the ePic file store.     -   b. ePic will export BOM data to these tools and provide         functionality for checking in binary releases.     -   c. Data and functionality will be exposed to tools via an         interface DLL.

3. Test System Preparation Tools

-   -   a. Tools used to install software on systems to be used for         testing.     -   b. ePic will expose BOM data for pre-integration testing and         installation data files for post-integration testing.     -   c. Data and functionality will be exposed to tools via an         interface DLL.

4. Media creation Tools/Systems

-   -   a. Tools used to create recovery and factory media. Similar to         image building tools.     -   b. ePic will export BOM data to these tools and provide         functionality for checking in media image releases.     -   c. Data and functionality will be exposed to tools via an         interface DLL.

5. VELSUN

-   -   a. Global sustaining defect tracking system.     -   b. ePic will provide functionality for exporting defects to this         system.

6. VALSUN

-   -   a. Software development defect tracking system,     -   b. ePic will provide functionality for exporting defects to this         system.

7. ESG

-   -   a. VOE sustaining system.     -   b. ePic will export software parts and BOM data and defects to         this system.

8. OASIS

-   -   a. VOA tool to create MCode writing floppy disks.     -   b. Used by many Sony personnel to image systems with Recovery         Media.     -   c. ePic will pass simple parameters to this system using an HTTP         GET/POST request.

4.2 A Project Peripheral Components

Several components external to the core ePic system will be developed by Neusoft, VOA, and VBD to facilitate these system interactions. Detailed requirements for these components are captured throughout chapter 9.

-   -   ePic Interface DLL         -   Win32 library.         -   Detailed requirements in chapter 9.14.     -   Installation Tools         -   Installation tools used in for testing, factory             installation, and recovery media         -   Tools use the ePic installation data file, DB Hero component             list, and/or software release list as inputs.         -   Tools output data suitable for import to GARATA.     -   Test System Preparation CD         -   WinPE based CD may be used to install software releases             managed by ePic on test systems to be developed by SIT.         -   Current US implementation, called MINDS (Modular             Installation Network Download System), adapted to meet             requirements. interacts with ePic using the ePic Interface             DLL and utilize the Installation Tools.     -   MCode Encoder/Decoder DLL         -   Mcode encoding/decoding libraries adapted to work with ePic             Installation Data Files by SIT.         -   This library used by both ePic and Installation Tools for             all MCode encoding/decoding requirements.             In addition to the above components, build systems interface             with ePic and use ePic data (see chapter 12). Sirs build             system (Magellan) will interface with ePic using the ePic             Interface DLL. SDN will use the build system provided by             VOA.

5 Requirements 5.1 Key Terms

The following terms are important for understanding requirements in this section. Additional terms are defined in chapter 13.

-   LangRegion: Term used to describe the combination of an ISO-639     language code with an ISO-3166-1 country code. (For example,     “es_SP”, “es_MX”, “jp_JP”, “en_UK”, “en_US”, etc.), ePic and DB Hero     will use LangRegion codes to define which language/region combo is     to be supported by a software release. -   Engineering Part: All software, documentation, and media sets are     defined as “engineering parts” in ePic. Each engineering part can     have many software releases associated with it. -   Major Version: Attribute of an Engineering Part referring to the     Major Version of a software item. Major Version is treated like an     individual entity in ePic for certain functions. -   Release: A release corresponds to a specific set of files and     directories checked into ePic for a specific engineering part.     Releases can satisfy one or more LangRegions. -   Planning Part: ePic term for software parts defined in DB Hero. -   Packaged Software: Software which has been packaged using WISE,     Install Shield or some other installer technology (whether it was     packaged by Sony or an ISV). Packaged Software is NOT the same as a     module. -   Foundation Image: Also known as “Base Image”. This is a set of files     includes the OS and any software items (drivers, utilities, etc.)     the integrator chooses to include. Recovery related components (PAC     files, data files, etc.) are also considered a part of the     Foundation Images. -   Module: Software packaged with WISE which is suitable for use by     factory installation tools (the installation is silent/unattended;     the installation can be verified by install tools; the module is     BIOS locked; etc.). ePic will support three types of modules:     “Module”, “X-Module”, or “EPC.” “Modules” install in a single     configuration, “X-Modules” are can install different configurations     depending on target system characteristics. “EPC's” (Engineering     Process Changes) are used for patches or running changes.

General

Requirements that apply to all aspects of the system are listed here.

5.1.1 Usabliity/Performance

ID Description Comments Priority GEN-2.1 All system data should be stored and presented in double-byte characters. GEN-2.2 All user interface prompts, No inter- command line tools, and nationalization online documentation of UI's! will be in English only. GEN-2.3 System should perform adequately for users in remote regions so that work schedules are not impacted by network speeds. GEN-2.3.1 Page views via the Sony intranet shall take no more than 10 seconds per view. GEN-2.3.2 Uploads/downloads between file stores on the Sony intranet should occur at a minimum rate of 450 MB per hour (1 Mbps). GEN-2.4 Online user documentation should be available.

5.1.2 Availability

ID Description Comments Priority GEN-3.1 The main system (ePic) must be available to all Sony users 24 hours a day via intranet. GEN-3.2 Manufacturing deliverables should be available to 3^(rd) If network delivery is available, it is parties. preferred, but an offline delivery method could also be used. GEN-3.2.1 Only RTM'ed or Test RTM'ed items should me made available to 3^(rd) party factories. GEN-3.2.3 Pre-release deliverables may be distributed to 3^(rd) parties (for example, for validation purposes). Such deliveries should be limited to only what is required to ensure efficient use of resources. GEN-3.3 Release check-in functionality should be available to 3^(rd) Per 2005-6-30 BRD feedback from parties not on the Sony Network. VBD.

5.1.3 Support

ID Description Comments Priority GEN-4.1 Live support for the system must be available to all users 24 hours a day.

5.1.4 Security

ID Description Comments Priority GEN-1.1 Authentication policy as specified by SGS, The SGS operated “Common Authentication” system will be used for authentication for all users. GEN-1.1.1 System should be accessible only to named users. GEN-1.2 Authorization policy. GEN-1.2.1 System authorization will be role/resource based. See table in 9.2.4.1 for role to resource mappings. GEN-1.2.2 Authorization of the web-based application will be performed at a screen level. GEN-1.2.3 Users can be assigned to one or more roles. GEN-1.2.4 3^(rd) party users can only access data for series which they have been explicitly authorized to view. Requirements to be provided by SGS.

5.1.4.1 Role to Resource Mapping

Each instance of an entity can also have an “owner list”. Users with permissions to create/edit and entity can add other users to the owner list. Users on the owner list can edit that instance of the entity regardless of their assigned system role(s).

Role PM/ Test Project Factory 3^(rd) Party Resource/Function Planner Developer Integrator Tester Lead Test Engineer User* Admin BOM-1.1: Manage series information. X X X BOM-1.2: Manage planning parts. X X X X INT-1.12: Create/edit SKU's. X X X BOM-1.9: Create/edit sample SW BOMs X X X (release lists). BOM-1.3/DEV-1.1: Manage engineering parts. X X X BOM-1.4: Manage images. X X BOM-1.6: Create series SW BOM. X X BOM-1.7: Set dependencies. X X X BOM-1.8: Create/edit groups. X X DEV-1.2: Check-in SW releases. X X X X MFG-1.1/MFG-1.2: Issue RTM/Test RTM. X X Download installation data and binary data for X X X X X X X SW releases. Download latest DB Hero data into ePic. X X Add users, set privileges. Manage 3^(rd) party access. X Set champion of parts. X X Mass edit entities. X Create/edit Test Case. X X X Create/edit Test System. X X X X Create/edit Test Strategy. X X X Edit Test Case Result. X X Create/Edit Defect (except for status and X X X X X X X X X resolution). Create/Edit Defect (set status and resolution, X X X X X X except for “fix-verified” resolution). Create/Edit Defect (all attributes). X X X X Defined MDA/Benchmark categories/keys for X test cases. Edit miscellaneous IDF Data X X

-   -   Third party users can only view data for Series they have been         authorized to view (see section 9.13.1, requirement ADM-1.3,         “Manage 3rd party data access.”).     -   For VBD/SDNA, software project leaders (SPL's) will be assigned         both the “PM/Planner” and “Developer” roles.

5.1.5 Legacy Data

ID Description Comments Priority GEN-5.1 For all groups who Data will be manually require any legacy data entered to assist in training to be loaded, legacy users and quality testing. data will be manually ePic schema is significantly entered and software different from any existing releases manually systems. Data import may checked-in. be impractical.

5.2 Planning

These are requirements for the “high-level planning” functions implemented in DB Hero that impact STD. Only business rules or functional requirements which are necessary to ensure proper STD functionality are captured here.

5.2.1 Usage Requirements

ID Description Comments Priority Regional differentiation of software offerings will be managed in ePic. This is generically solved by implementing DB Hero “spec to component relationship” functionality (see section 9.6, INT-1.9).

5.2.2 Business Rules

ID Description Comments Priority PLAN-2.1 A special DB Hero Class ePic must use this to (e.g., Product Cycle or SW revise software from Revision) must be introduced cycle-to-cycle. into a Series Config Range in order for the Series to be “cycle-less.”

5.3 Engineering Software BOM Creation

Requirements for the “low-level planning” functions and software BOM creation in ePic are listed here. The following is a graphical representation of an ePic Engineering Part to help readers understand requirements:

5.3.1 Usage Requirements

ID Description Comments Priority BOM-1.1 Manage series information. BOM-1.1.1 A series can be designated as active or inactive to 1 indicate whether the series is EOL. BOM-1.1.2 Product cycle (SP05, SU05, FA05) must not be Since many products can be in production for 1 required to organize data in the system. Product cycle many cycles, the active/inactive designation will be an attribute of a series. will be used in place of product cycle. BOM-1.1.3 Set series attributes. 1 BOM-1.2 Manage planning parts. 1 BOM-1.2.1 Associate engineering parts with planning parts. This information will be used to generate a 1 Associations can be made to part name or a part name “Series Software BOM”. and major version. BOM-1.3 Manage engineering parts. 1 BOM-1.3.1 Create/edit engineering part. 1 BOM-1.3.2 Set part type. The following part types will be See ePic attributes in section 10.4. 1 supported by ePic:  1. Foundation Image  2. P1 (recovery) Image  3. Monolithic Image  4. OS Setup  5. Application  6. Driver  7. Online Documents  8. OS Add-on  9. Module 10. Internal Tools 11. BIOS/Firmware 12. Recovery Media Set 13. Factory Media Set 14. Other BOM-1.3.3 Set part attributes. See ePic attributes in section 10.4. 1 BOM-1.3.4 Engineering parts can be composite parts, consisting of This applies to not just images, but modules 1 several other parts, or a single standalone part. and other part types as well. BOM-1.3.5 Engineering parts can be associated with planning parts More fine grained associations are possible by 1 (so that series associations can be made via the DB editing the “Series Software BOM Template.” Hero Component BOM), or they can be manually LangRegion associations to releases will be associated with individual product series (for example, handled at module check-in time. manual association would be made for hardware specific software items). BOM-1.3.5.1 User may also specify “all series” so that the part So if new series are added after this is set, they 1 would be used for all active series existing in the would still pick up this part in their BOMs. system at any moment in time. BOM-1.3.6 The LangRegions to be supported by a part can be 1 specified at part creation time. BOM-1.3.7 One or more software releases can be associated with 1 each part. Each software release can be associated with one or more LangRegions. BOM-1.3.8 For each LangRegion, one of the associated releases The default release can be manually 1 can be flagged as “default.” The default release will be overridden after Series Software BOM used for “Series Software BOM” creation. Template generation (see BOM-1.6.2). BOM-1.3.9 Electronic data files for printed documentation can be Per 2005-6-30 BRD feedback from VBD. 1 defined as engineering parts and stored in ePic. No additional functionality specific to these items is required. BOM-1.3.10 Installation priority of the part can be specified relative Satisfies VBD QA WG requirements 1c. 1 to other part names/major versions as “BEFORE” or Installation tools will calculate installation “AFTER.” The system will not allow invalid order for a set of modules at installation time. installation order states (e.g., circular installation order relationships) to be defined. BOM-1.3.11 The Bios Lock ID (BLID) must uniquely identify a Satisfies VBD Factory Install WG 1 foundation image. This means that relationship Requirement 1b. between BLID and FI will be one-to-one. BOM-1.3.12 The user can specify whether parts are active or not. If 1 a user sets a part “inactive” then the system will ignore/hide the part in any BOM creation activities. BOM-1.4 Manage images/modules. Images and modules are To be implemented as a “Part Registration” 1 engineering parts which can be final deliverables. wizard. BOM-1.4.1 Set image/module type. 1 BOM-1.4.2 Create/edit image/module BOM Template. Each Composite parts only. 1 composite engineering part has exactly one BOM Template. BOM-1.4.2.1 Groups, Part Names, Part Major Versions, and/or 1 Releases can be added to BOM templates. BOM-1.4.2.2 Auto generate image/module BOM using target series 1 attribute of parts and groups. User can edit auto- generated BOM before it is saved. Perform Sanity checks: The first check is to alert users that items 4 Ensure items included in template must not be which are optional for a given series might be installed individually (use planning part included in the foundation image. The system associations). cannot know for sure from the DB Hero Ensure dependencies are satisfied. component structure, but it should indicate to the user that an eng. part has planning part associations. BOM-1.4.2.4 Releases flagged as “disabled” cannot be added to a Per review with SDNA 2005-9-14 1 BOM template. (corresponding attribute REL-025 added). BOM-1.4.3 Snapshot BOM template (Freeze BOM). NOTE: This requirement applies to Series SW 1 BOM Templates in addition to image/module BOM Templates. BOM-1.4.3.1 A snapshot contains only software releases 1 (unspecified releases on the template will be set to defaults). Snapshots cannot be edited manually. BOM-1.4.3.2 All part information at the time of snapshotting is 1 frozen in a snapshot. Changes made to the main data after snapshotting will not be reflected in the snapshot. BOM-1.4.3.3 BOM snapshots are exposed to build tools via the build 1 tool interface. BOM-1.4.3.4 A BOM snapshot is retrievable as a file via ePic UI. 1 Dropped. Satisfied by ePic “group” concept described in BOM-1.8.. BOM-1.6 Create Series Software BOM. 1 BOM-1.6.1 System will generate a “Series Software BOM See requirement BOM-1.8 for definition of 1 Template”, which consists of the list of specific part “group”. names, major versions, groups and/or releases assigned to a series, using DB Hero component structure, planning part associations with engineering parts, and the properties of engineering parts. The system will show default value for unspecified items on the template. BOM-1.6.2 Edit “Series Software BOM Template”. Releases can This function allows special release 1 be edited manually. dependencies/incompatibilities to be handled. BOM-1.6.3 The Series SW BOM will include mappings from one Satisfies VBD QA WG requirement 1 g. 1 or more DB Hero components to one or more ePic software releases. See section 9.6, requirement INT- 1.10. BOM-1.6.4 Once the Series SW BOM Template is complete, the 1 user can snapshot the template. A snapshot contains only software releases (unspecified releases on the template will be set to defaults). Snapshots cannot be edited manually. BOM-1.6.5 All part information at the time of snapshotting is 1 frozen in a Series SW BOM snapshot. Changes made to the main data after snapshotting will not be reflected in the snapshot. The system will indicate problems to the user when 4 displaying the Series SW BOM template. Problems can be: Non-RC/GM releases. Target series information in conflict with planning part association. Dependencies not satisfied. No default releases available for a part. No releases available for a given language. Dependencies are not satisfied. BOM-1.6.7 The system should not allow an “inactive” part/release Added per review with SDNA 2005-9-14. 1 to be added to a series SW BOM template. BOM-1.7 Dependencies between engineering part names and/or Satisfies VBD QA WG requirements 1a and 2 part name/major versions can be specified. 1b. BOM-1.7.1 Other parts can be selected and dependencies will be 2 specified as “DO NOT CARE”, “EXCLUDE”, or “REQUIRED.” BOM-1.7.2 The system will not allow circular dependencies to be 2 defined. Satisfies VBD QA WG requirements 1 g. Dropped per review session with VBD 2005- 9-15. BOM-1.8 Create edit groups. Groups are user defined lists of This is an internal ePic concept intended to 1 engineering part names, major versions, releases, or allow users to define re-usable collections of other groups. parts. This concept, if used properly, makes BOM creation more efficient. BOM-1.8.1 Groups can be added to composite part BOM Note that groups are, for the most part, 1 templates. Changes made to group contents after group functionally equivalent to BOM templates. assignment to a BOM template will be reflected on the BOM template. BOM-1.9 Create edit test software BOM. A test software BOM Per VBD review 2005-9-15: A facility for 5 is a manually created list of software releases for a creating and sharing test software BOMs must single configuration. The releases must be listed in be available in the system. proper order of installation (based on installation This function will be used by both developers priorities specified in the system). and testers. It is the only way to create a software BOM in the system before a series software BOM has been prepared. A test software BOM is, by definition, a snapshot. BOM templating functions will not be used for test BOMs. BOM-1.9.1 User can search for and select part names, part major 5 versions, or releases to be added to a test BOM. System will select default release if user does not specify a specific release. BOM-1.9.2 System should provide filtering capabilities to the user 5 for selecting items for the test BOM. BOM-1.9.3 System should examine dependencies of the items 5 selected and automatically add releases to satisfy these dependencies. BOM-1.9.4 User can download file containing the test BOM. 5 BOM-1.9.5 User can save the test BOM in the system, BOM can 5 be given a name for later retrieval. 3

5.3.2 User Interface Requirements

ID Description Comments Priority BOM-2.1 Part Registration Wizard. Implements the Image and Module Planners. 1 BOM-2.1.1 Set general part attributes. 1 BOM-2.1.2 Set type specific part attributes. 1 BOM-2.1.3 Set part dependencies and installation order. 1 BOM-2.1.4 Associate with planning part/set target series. 1 BOM-2.1.5 If part is a composite part, show BOM Template 1 creation interface (optional). BOM-2.1.6 BOM snapshotting function (optional). 1 BOM-2.2 Series Software BOM Builder (Wizard). 1 BOM-2.2.1 System generates the series software BOM and shows 1 it to user with distinctive display of releases that fail sanity checks or are marked as special. BOM-2.2.2 User can edit Series SW BOM. 1 BOM-2.2.3 User can snapshot Series SW BOM. 1 BOM-2.2.4 User can create Component/Release mappings (see 1 INT-1.10). BOM-2.3 Entity Editor. Access to all attributes of an entity in 1 one place. BOM-2.3.1 Screens must allow all attributes for each major system The same functionality as the wizard is 1 entity to be edited one screen. supplied for each entity type.

5.3.3 Business Rules

ID Description Comments Priority BOM-3.1 Business Rule for Engineering Part Creation BOM-3.1.1 A new part should only be created for a major version release of software. Major version is defined as specification change. Iterative releases within a major release, to fix defects and such, are called Release Versions. BOM-3.1.2 A part name should include the name of the part only, in general terms. For example: Adobe Premiere Professional, VAIO Zone, Sonic Stage. The major version number is an attribute of the part, and can be concatenated for UI and reporting purposes. For example, a part can be created with the Part Name of “Adobe Premiere Professional” and the major version number of “7.1”. The part becomes the concatenation of the part name and major version number: “Adobe Premiere Professional 7.1”. BOM-3.1.3 Part names should not contain specific references to a series or CTO options. The following examples would not be acceptable: “Adobe Premiere 7.1 for IRX-3560” or “WinDVD 5.6 for Six Channel Speakers.” BOM-3.1.4 Part names can only contain the characters: a-z, A-Z, 0-9,, Only pintable ASCII characters (including —, or. space) should be allowed in part names. BOM-3.1.5 Major Version Number is a text field, with the same character restrictions. BOM-3.2 Changes to DB Hero controlled entities must be made in DB Hero only and then propagated to ePic via interface. Entity attributes owned by DB Hero must, therefore, not be editable in ePic.

5.3.4 Interface Requirements

ID Description Comments Priority BOM-4.1 Load series master from DB Hero. 1 BOM-4.2 Load parts master (planning parts) from DB Hero. 1 BOM-4.2.1 Certain classes of hardware parts (HDD's, CPU's, etc.) Hardware parts are required for Test/Defect 1 should not be filtered from the master parts list. If that management system functions. is not possible, all hardware parts should be loaded and ePic should filter hardware parts from UI. BOM-4.3 Load component structure from DB Hero. 1 BOM-4.4 Load updates to all previously loaded DB Hero data. 1 BOM-4.5 DB Hero interface behavior rules: BOM-4.5.X applies to all DB Hero interface 2 requirements. BOM-4.5.1 DB Hero BOM data can be manually loaded from into 1 ePic (via ePic UI). Data updates should be performed using the most efficient means available. BOM-4.5.2 Pre DB Hero release BOM data can only be loaded into One button to update all DB Hero data for a 2 ePic manually. Initial load of any BOM must be series is ideal. manual. BOM-4.5.3 After the DB Hero release, structure/part changes Without ECNs manual load is the only 2 which generate an ECN are automatically implemented possibility (except for series and parts, whose in ePic. Revision history is not kept. masters are synced regularly). BOM-4.5.4 ECNs can be requested by date range. ePic should Update period should be a configurable ePic 2 periodically request all ECNs since last update system option. automatically. BOM-4.5.5 Email and UI notifications will be produced for 2 software integrators for the following changes to DB Hero BOMs: Any SW part (planning part) change on component BOMs. Any changes (HW or SW) to components used in component/release mappings. Changes to Config Range/Line-up. BOM-4.5.6 DB Hero data will be loaded into ePic at most once per If users need up-to-date data, they can initiate 1 day, and at least once per week. a manual transfer via ePic UI.

5.4 Software Development

ePic requirements to support developers who use the system are listed here. The detailed format for software modules is documented separately in a “Modular Specification”.

5.4.1 Usage Requirements

ID Description Comments Priority DEV-1.1 Engineering part registration (developer specific See “Software Engineering BOM Creation” 1 requirements). for additional information concerning part registration. DEV-1.1.1 The set of LangRegions supported by the module must 1 be specified. DEV-1.1.2 The part can be associated with a planning part and/or See BOM-1.3.5. 1 target series. Neither is required (though warning should be issued if neither is selected). DEV-1.2 Check-in software release (non-image). 1 DEV-1.2.1 Developer must identify LangRegions supported by the 1 software release to be checked-in. DEV-1.2.2 Developer must indicate installation method and 1 unattended installation command. Alternate installation commands may also be entered with comments. DEV-1.2.3 Developer must indicate any special requirements of These releases will be given special attention 1 the software release (incompatibilities, special during “Series Software BOM” creation. instructions). System will flag release as having Can include a flag on release called “Special” special requirements where appropriate. or “Warning.” These releases would be called out on part templates and snapshots and comment would be displayed. DEV-1.2.4 Developer must enter release notes. A release note is See attributes in section 10.4 for more details. 1 text entered into ePic. User can append an entry to the release note. DEV-1.2.4.1 Users can download all release note entries in a single 1 text file via the UI. DEV-1.2.5 Software item check-in should allow files to be 1 checked-in to local mirror and uploaded to main store asynchronously. DEV-1.2.6 If the item to be checked in is not an image, it will 1 automatically be replicated to other file stores. If the item is an image, replication will not occur automatically. Users can request to the system that an image be downloaded to their regional file store via ePic UI. DEV-1.2.7 The following statuses can be specified for a release: Satisfies VBD QA WG requirement 1d. 1 “ES/Test”, “FF”, “Pilot”, “CF”, “RC”, and “GM.” Satisfies VBD Factory Install WG requirement 2a. DEV-1.2.8 User can optionally request that the system send the 1 release email. DEV-1.2.8.1 Release email address list is a configurable system This list could also be auto-generated based on 1 item. roles. DEV-1.2.9 User can set a release “inactive.” Inactive releases 1 cannot be set as “default” and vice versa. DEV-1.3 Create/Edit Vendor 1 DEV-1.3.1 User can store information about a software vendor 1 (Name, Address, Contact, Sony Contact). DEV-1.3.2 Vendor can be optionally associated with an It is appropriate to include vendor name in part 1 engineering part. name and also have a vendor association. DEV-1.4 User can initiate download of any release via ePic UI. 1

5.4.2 User Interface Requirements

ID Description Comments Priority DEV-2.1 Extracting engineering part, release, Per 2005-6- 1 BOM data, and planning part 30 BRD associations from the database feedback must be efficient for the developer. from VBD. DEV-2.2 Users should be able to easily initiate 1 download of any release via ePic UI.

5.4.3 Business Rules

ID Description Comments Priority DEV-3.1 Business rules specified as part of requirement BOM- 3.1 apply to developers, as well.

5.4.4 Interface Requirements None 5.5 Software Integration

ePic requirements to support integrators who use the system are listed here. ePic will provide a single interface to build tools. Each regional group is expected to modify their build tools to work with the new interface. Functionality specified here is to be used by integrators as part of image creation and Series Software BOM creation. Functionality to manage DB Hero SKU's and associated BOMs and create dummy SKUs and BOMs is also included here.

5.5.1 Usage Requirements

ID Description Comments Priority Dropped. File store related requirements will be captures in section 9.10. INT-1.2 Check-in software release (image). 1 INT-1.2.1 Software item check-in should allow files to be 1 checked-in to local mirror and uploaded to main store asynchronously. INT-1.3 Schedule software integration activities. Future Requirement. Not in scope. NTH INT-1.4 Track software integration activities. Future Requirement. Not in scope. NTH INT-1.5 Event triggered notification concerning software Future Requirement. Not in scope. NTH integration activities. INT-1.6 System should not have any functional dependencies Build systems will be loosely coupled with 1 on any external build systems. ePic. INT-1.7 Monolithic Images will be created by selecting a SKU User must select which series SW BOM 5 that has been loaded from DB Hero or manually snapshot to use for this function. created in the system (see INT-1.12). The system will automatically create the Image BOM using the series software BOM. INT-1.7.1 Monolithic image BOMs are not editable by users. User must edit the appropriate Series Software 5 BOM to change monolithic BOMs. INT-1.8 ePic will support creation and deployment of MLHD MLHD configurations are like SKUs that 5 configurations. include software for more than one LangRegion. INT-1.8.1 MLHD BOM Template will be automatically generated 5 based on user selected SKU BOM(s) loaded from DB Hero or manually created in ePic (see INT-1.12). INT-1.8.2 MLHD BOM is not manually editable. User should edit SKU BOM and associated 5 Series Software BOM to change MLHD BOM contents. INT-1.8.3 MLHD BOM will be exposed to build system just like An attribute will allow VOE build system to 5 any other image BOM. distinguish MLHD BOMs from other images. INT-1.9 Component selector. Allow user to create DB Hero User can use this function to specify a 2 Component lists by selecting DB Hero specs and configuration or just a set of components. classes. This function is used to specify component-to- release mappings during series SW BOM Creation (BOM-1.6) and dummy SKU BOM Creation (INT-1.12.2). It is intended to make it easier for users to select components by allowing them to select the same items a customer would in a sales system. INT-1.9.2 If user is creating a configuration, DB Hero constraints This is necessary to create valid 2 are checked by the system once all selections have been configurations. made. INT-1.9.3 DB Hero spec-to-component relations are used to Thomas will not implement constraints 2 convert user selected specs/classes to a list of enforcement which is required for ePic. components. Dropped. VOA must adapt DB Hero 2 deliverables to existing systems and Thomas will not have all required functionality. INT-1.10 Specify Component-to-Release Mappings. One or These mappings will be included in the 1 more DB Hero Components is mapped to one or more “installation data file,” and factory tools will Releases on a Series SW BOM template. use these mappings to select the correct releases to install on a configuration based on the list of DB Hero components that make up that configuration (this is a SKU BOM). INT-1.10.1 If no mappings exist, the system will auto-generate 1 mappings by using planning part associations to resolve which components will be selected. INT-1.10.2 User can use component selector to select additional 1 components to be used in a component/release mapping or select components directly. INT-1.10.3 System will perform sanity checks upon submission of 1 mappings: Ensure all SW items on the Series SW BOM have mappings with DB Hero components. INT-1.11 Integrators can request images from non-local file Images are not synced to other file stores by 1 stores be copies to the local store. default. INT-1.12 Manage SKU's. A SKU represents an individual SKU BOMs are used by the system to auto- 2 configuration. create monolithic image BOMs (INT-1.7) and MLHD BOMs (INT-1.8). A SKU (stock keeping unit) is a DB Hero part representing a configuration. The part number of such an item is also called SKU or F- number. A SKU BOM is a SKU part with a list of DB Hero component parts representing one configuration as children. Some configurations (for retail products) are officially defined in DB Hero. These product configurations are referred to as Fixed SKUs. INT-1.12.1 SKU BOMs are loaded from DB Hero as part of DB 2 Hero interface functionality. SKU BOMs contain a SKU item as parent and components as children. INT-1.12.2 User can also manually create SKU's. User can use 2 the component selector (INT-1.9) to create a SKU BOM. For manually created SKU BOMs, user should specify the SKU Description. INT-1.12.3 User cannot edit SKU BOMs originating from DB 2 Hero.

5.5.2 User Interface Requirements

ID Description Comments Priority Moved to section 9.4.2, requirement BOM- 2.1.

5.5.3 Business Rules

ID Description Comments Priority INT-3.1 Both regional and global of foundation images will be supported by ePic. When reqional images are used, foundation images will be designed and built locally in each engineering division using ePic and local build tools.

5.5.4 Interface Requirements

ID Description Comments Priority INT-4.1 Provide image BOM data and software items for 1 VOA's build environment. Dropped. INT-4.3 Provide image BOM data and software items for 1 SDNA's build environment. INT-4.4 Data and functionality will be exposed to build tools DB Connection will be used by SDNA. VOA 1 via interface DLL. and VOE will use web services. INT-4.5 Build data will be exported via system interface. Build data is a snapshot of a BOM template 1 for an engineering part. The interface should expose other data so that the remote user can select snapshots. INT-4.5.1 Data to be exported: 1 Active Series Master LangRegion Master Image/module BOM Snapshots All entity attributes Binary data (in file store) INT-4.5.2 Functions to be provided: Multiple calls required to get BOM. Filtering 1 Authenticate of data should be done client side. Get Active Series Get LangRegion Master Get Composite Parts for Series Get Snapshot List for Part Get Snapshot BOM Get Binary Data for SW Release ID (from file store) INT-4.6 Check-in functionality will be provided via system 1 interface. INT-4.6.1 Data to be imported: Part registration is needed since some parts 1 Release attributes (like “clean” or “base+” OS images) will be Binary data (to file store) auto-created from build tools. Part Registration INT-4.6.2 Functions to be provided: Register part functionality must be available 1 Authenticate remotely, for example, so that a PIDVD part Check-in (to ePic) (factory media) can be created by build tools Upload files (to local file store) automatically for each monolithic image Register Part (to facilitate auto-creation of created. related parts) Set default release INT-4.7 Config Range must be retrieved from DB Hero. For INT-1.9. Interface specified in “DB Hero 2 Common Interface Protocol Specification 2005-07-07”, page 12 and 27. INT-4.8 Constraints must be retrieved from DB Hero. For INT-1.9. Interface specified in “DB Hero 5 Common Interface Protocol Specification 2005-07-07”, page 14 and 30. INT-4.9 Spec-to-Component relations must be retrieved from For INT-1.9. Interface specified in “DB Hero 2 DB Hero. Common Interface Protocol Specification 2005-07-07”, page 17 and 35. INT-4.10 All SKU BOMs must be retrieved from DB Hero and For INT-1.7 SKUs are identified by F- 2 stored in ePic. number. Interface specified in “DB Hero Common Interface Protocol Specification 2005-07-07”, page 10 and 24.

5.6 Factory Deployment

This section captures ePic requirements specific to factory deployment. Some of these requirements extend previously specified functionality. The requirements and data format for the installation data file is captured in section 9.8.

5.6.1 Usage Requirements

ID Description Comments Priority MFG-1.1 Snapshot Series Software BOM. This functionality Snapshots are used for several operations: 1 should be available from the series software BOM Installation Data File creation, Test Strategy management screens. management. MFG-1.1.1 A snapshot can be flagged as a Release Candidate The latest RC snapshot is used for generating 2 (RC). Test Strategies. This function would be used for the “BOM Freeze” milestone in VOA. MFG-1.1.2 User must enter a text version string (or snapshot For example, “1.0”, “1.1.1-rc”, or “Build 1”. 1 name) for each series software BOM snapshot. This Business units will decide conventions this version string should be unique for Series/LangRegion field. combination. This is in addition to system generated ID. It is used throughout the system and external tools as the name of the snapshot. MFG.1.2 Issue RTM or Test RTM. RTM's and Test RTM's will Test RTM's will be used as a mechanism for 4 be issues by Series/LangRegion. pre-releasing BOMs for PVT events. MFG-1.2.1 Only one snapshot for a given Series/LangRegion This implies that different snapshots could be 4 combination can be flagged as RTM or Test RTM. used for different LangRegion combinations. MFG-1.2.2 System must send when an RTM has been issued in 5 the system. Email must include the following information: Installation data file name with hyperlink to ePic page from which it can be downloaded. Name and email of user who issued the RTM. Engineering organization of the user. MFG-1.3 Running change management. 4 MFG-1.3.1 If a user issues an RTM against a Series/LangRegion 4 combination for which a RTM snapshot already exists the system should warn the user that a previous snapshot was RTM'ed and this is a running change. MFG-1.3.2 When system sends release mail to users, the mail For example: 5 should indicate that the change is a running change to Changes since initial RTM: RTM'ed software. In addition to items described in <part name> <detailed ver.> (<rel. id>) MFG-1.2.2 the following items should be included in [ADDED] the mail: <part name> <detailed ver.> (<rel. id>) List of releases added/deleted/changed since initial [DELETED] RTM. Items which are patches (EPCs) should be <part name> <detailed ver.> (<rel. id>) tagged as such. [CHANGED] List of releases added/deleted/changed since the <part name> <detailed ver.> (<rel. id>) last running change release. Items which are [ADDED] [PATCH] patches (EPCs) should be tagged as such. Changes since last RTM: <part name> <detailed ver.> (<rel. id>)) [ADDED] MFG-1.4 Manage partitioning information. System will provide This data will be included in the installation 5 functionality for specifying partition sizes for all data file. partitions to be used on production systems. Special partitions “recovery” and “system” (or C drive) can be defined. “System partition must always be specified. MFG-1.4.1 Partitions sizes can be defined for each 5 Series/LangRegion combination. MFG-1.4.2 Partition sizes should be specified in MB (megabytes). 5 MFG-1.4.3 For the recovery partition, user can select “dynamic” If a partition size is dynamic, installation tools 5 instead of specifying a size. For system partition user will decide what the size will be. can specify “single partition” instead of specifying a If partition size is “single partition”, then all size. available space remaining on the disk would be allocated for the partition. MFG-1.4.4 For the “system” partition, user must specify a This is used in the factory so that a diagnostic 5 minimum size. This is always required. partition can be created. For single partition models the partition size will be extended to the final size at the end of the factory process. MFG-1.4.5 If user selects “dynamic” for recovery partition size, 5 user must also specify “recovery partition installed size.” This is the size in MB of all data included in the recovery image. It is needed to calculate a dynamic partition size. MFG-1.4.5 For each partition specified, user must specify a disk For example, “Disk 1, Partition 2, SYSTEM.” 5 number, partition number, and label name. MFG-1.4.6 For each partition specified, user must specify a file Standard partition types and numbers should 5 system type. This type will be stored as a hexadecimal be used. number, but system should prompt users with partition type name. MFG-1.5 Factory Media Management. System should provide 4 some addition functionality to facilitate media delivery to factories when defining factory media engineering parts. MFG-1.5.1 System should provide function for auto-creating 4 media BOM based on a series SW BOM snapshot. User can select the snapshot (by RTM, Test RTM, Latest, or version field) and system will prepare a BOM which includes the appropriate installation data file. MFG-1.5.2 System should provide function for auto-creating a 4 media set containing only files which have changed from another media set. User should select two series software BOM snapshots. Default is initial RTM'ed snapshot and latest RTM'ed snapshot. Appropriate installation data file will be included on the BOM. MFG-1.5.3 User can manually add/remove releases from the 4 Factory Media BOM. MFG-1.6 Miscellaneous IDF data maintenance. Functions for 4 managing data in the IDF not covered elsewhere in this document must be provided.

5.6.2 User Interface Requirements

ID Description Comments Priority MFG-2.1 RTM/Running Change Wizard. 5 MFG-2.2 Download Installation Data file. 3

5.6.3 Business Rules

ID Description Comments Priority MFG-3.1 . . . 5.6.4 interface Requirements

ID Description Comments Priority MFG-4.1 5.7 Installation and Recovery (ePic) These requirements describe ePic functionality required to support software installation and recovery.

5.7.1 Usage Requirements

ID Description Comments Priority INST-1.1 “Installation Data File” (IDF) Management. 1 INST-1.1.1 Installation Data File (IDF) must include the following Satisfies VBD Factory Install WG requirements 1 elements for each Series/LangRegion: 1a-f. Minimum tools version number - checked Factory Install WG 1c and 1f-1 are satisfied by tools to ensure the correct version is since P1 images, patches, and running changes being used (configurable value). are treated like any other module. Version number of the installation data snapshot. The contents of Snyinst.oem. Installation order for the modules. Mapping of DB Hero components to ePic SW releases. Data required for the installation tools to confirm successful installation of each release. CRC data for each binary file. Total size of each release binary data (used for dynamic partition size calculation). Path information required to locate binary files in the file store and download them (via SMB share). Partition size information for recovery and system partitions. All partition information defined in the system should be included and a field listing total number of partitions defined should be calculated and included in the file. BIOS time zone offset from GMT by the series/LangRegion (e.g., GMT +8, GMT −7). For each release included in the file, engineering organization for the developer who checked-in the release. Recovery type (HDD Recovery or media only). MLHD specific information, if applicable. Relevant MCode specification(s). List of all software releases and attributes of all software releases on the Series SW BOM (BLID will be included as an attribute of FI releases). INST-1.1.3 An installation data file can be automatically Intended to satisfy Factory Install WG 3 downloaded to a factory file store, it can be retrieved requirement 3a. manually via ePic UI, or it can be retrieved via DLL interface. INST-1.1.4 Installation data files are generated for each Series There will be many IDF's. To make 2 Software BOM Snapshot. management easier special requirements have been specified for online (STOR-1.10 and STOR-1.14) and offline (MFG-1.5) factory deployment methods. INST-1.1.5 All users can retrieve the “Test RTM” or “RTM” Satisfies Factory Install WQ requirement 1f-2. 4 version of the installation data file for a given series. Sony users can additionally retrieve the “latest” snapshot of an installation data file. INST-1.1.6 Each installation data file must have a unique name 1 with the unique identifier included in the name. INST-1.2 “RTM”, “Test RTM”, and “latest” snapshots of 4 installation data can be generated and stored in the system. INST-1.3 Installation data will be “cycle-less.” Installation data 2 will support all cycles for a given series. INST-1.4 All users must have a system account to access these 2 services. INST-1.5 Third party users should have access only to data 5 relevant to them. Data will be restricted by series (see ADM-1.3). INST-1.6 MCode management. 4 INST-1.6.2 A MCode specification (bit mapping to software This means that MCodes can be duplicated with 4 releases) is defined for each Recovery Media Set. each instance having different meanings. INST-1.6.3 The system will generate a MCode specification once 4 the Recovery Media Set BOM and Series SW BOM for the associated series' are complete. This function can be re-run if the BOM changes and existing MCode Mappings will not be affected. INST-1.6.4 The system can calculate a MCode given a list of SW Satisfies VBD Factory Install WG requirement 5 releases or a list of DB Hero components representing 2c. a single configuration. INST-1.6.5 The system can calculate the list of software based on a 5 given MCode. INST-1.6.5.1 User can produce a list of software from an encrypted 5 MCode or unencrypted MCode. If the MCode is encrypted, user must also enter a UUID (text string) to facilitate decryption. INST-1.6.6 The system can calculate a MCode based on a SKU System must first convert list of DB Hero 4 BOM (user defined or from DB Hero) defined in the components to a list of software releases to system. accomplish this. A SKU BOM must be used, because calculating a valid MCode requires that DB Hero constraints have been enforced for the configuration (see Component Selector, INT- 1.9). INST-1.6.6.1 User can optionally generate an encrypted MCode by 5 entering a UUID in the system. INST-1.6.7 The MCode specification will be included in the 4 installation data file. INST-1.7 Recovery Media Planner. Users can define a BOM 4 template for a Recovery Media Engineering Part using a wizard or form. INST-1.7.1 User selects the Series and LangRegion for which the 1 recovery media will be created. User can optionally must select an OS, as well. INST-1.7.2 System will auto create a Recovery Media BOM 4 template. This function is identical to Series Software BOM auto-generation except that it is also constrained by OS selection. INST-1.7.2.1 User can manually add/remove engineering 1 parts/release/groups to the BOM template. INST-1.7.2.2 User can create snapshots of the Recovery Media BOM 1 template. Requirements are the same as for Series Software BOM. INST-1.7.2.3 A function for comparing Recovery media BOM Recovery Media BOM's and Series SW 5 snapshots to series SW BOM snapshots should be BOM's (their lifecycles are different) are not available. Differences should be shown to the user. directly related. This function is necessary so that users can reconcile differences. INST-1.8 The ePic component selector function must provide a This is just a button or hyperlink. 4 function for issuing an HTTP GET or POST to the This function cannot yet be merged into ePic OASIS system in the VOA (This system generates because it is heavily tied to VSMS and legacy MCode writing floppy disks for Sony personnel around support will be required for a while. This can the world). The HTTP request will include an eventually be convened to a standalone tool unencrypted MCode and any other data necessary to which runs alongside ePic once the VSMS produce a MCode floppy in OASIS. dependencies can be lifted.

5.7.2 User Interface Requirements

ID Description Comments Priority INST-2.1 Recovery media planner (wizard). 1 INST-2.1.1 Select Series, LangRegion, and OS. One or more of 1 any of these items may be selected. Set media specific attributes. INST-2.1.2 System auto-generates media BOM. Show software Series SW BOM is required for auto- 4 releases and media layout. Allow user to add items to generation. If it is unavailable, user may BOM. Items generated from Series SW BOM cannot create BOM from scratch. be edited. INST-2.1.3 Generate MCode bit mappings. System stores bit 4 mappings. Existing bit mappings are frozen if any Series/LangRegion assigned to media set it RTM'ed. Additional mappings may be created post-RTM.

5.7.3 Business Rules

ID Description Comments Priority INST-3.1 MCode format will be changed: Current MCode space occupied by PCODE will be replaced with a MCode Spec identifier. All remaining bits will be used for algorithmic mapping bits to software items. There will no longer be HW/SW MCode - only SW MCode. INST-3.2 HDD recovery and recovery from customer created recovery media will not be dependent on MCode. MCode is required only for recovery using Sony supplied recovery media (as defined in ePic).

5.7.4 Interface Requirements

ID Description Comments Priority INST-4.1 . . .

5.7.5 MCode Specification Changes 5.7.5.1 Current MCode Implementation 5.7.5.2 New MCode Implementation Changes:

-   -   Number of bits available for software will increase from 48 to         80.     -   PCode value will be replaced with an ePic “MCode Spec”         identifier,     -   Recovery tools will require only MCode and installation data         file (included on media) to recovery a machine. Reliance on any         other DMI fields will be eliminated.

Installation Data File Mockup

<?xml version=″1.0″ encoding=″UTF-8″> <InstallationDataFile> // Versioning information and other top level data <Header> <Series name=″″/> <LangRegion name=″″/> <BomSnapshot id=″″ versionString=″″/> <MinimumToolVersion version=″″ /> </Header> // List of DB Hero component ID to SW release mappings // (created as part of Series Software BOM management) <ComponentReleaseMap> <Mapping> <ComponentIDList/> <ReleaseIDList/> </Mapping> ... </ComponentReleaseMap> // List of MCode bit mappings // MCode spec by recovery media set or Series/LangRegion/OS <MCodeSpec> <OperatingSystem id=””> <Mapping> <MCode bitmask=″″ value=″″/> <ReleaseIDList/> </Mapping> ... </OperatingSystem> ... </MCodeSpec> // Partition Data <ParitionInfo/> // List of all releases and their attributes for the Series/LangRegion // (includes BIOS/Firmware releases) <SeriesSoftwareBom> <Release id=″″ blid=″″ ...> <SetupCommand/> <Dependencies/> </Release> ... </SeriesSoftwareBom> </InstallationDataFile>

5.8 Installation and Recovery (Tools)

As part of the requirements process global modular and recovery specifications will be defined. These requirements describe changes that must be made to US installation and recovery tools in order to work with ePic. These tools will become the global Installation and Recovery Toolset.

5.8.1 Usage Requirements

ID Description Comments Priority TOOL-1.1 Image and Module part types can be downloaded and Requirements TEST-1.1 to TEST-1.4 satisfy 2 installed automatically using the same tools to be used QA WG requirements for network installation in the factory. item 2. Patches and running changes are “Modules” and are thus included. TOOL-1.2 Installation without a Series SW BOM must be This functionality should be provided on a 2 supported. boot CD. Software list building/storing functional requirements added to ePic per 2005-9-15 VBD review. TOOL-1.3 Installation of a clean OS should be possible. VBD QA WG Requirement. 2 This is for early SW development (of drivers, for example). ePic will allow such images to be checked in and users can use QA installation tools to image units. TOOL-1.4 BIOS/Firmware and tools (e.g., to burn BIOS, write 3 firmware or write DMI) part types should be downloaded automatically. TOOL-1.5 BIOS/Firmware parts should be automatically 3 installable. TOOL-1.6 Release Notes and Bug Lists for all parts can be 2 automatically downloaded. TOOL-1.7 Paper manual contents can be automatically 2 downloaded. TOOL-1.8 QA download and installation services and tools must Satisfies QA WG requirements for network 2 be available worldwide to VAIO engineering groups, installation item 3 and 5c. outsourced QA groups, and ODMs. Detailed list of users is included in the original document. TOOL-1.9 Tools should check the minimum required version in 2 the installation data file and should return an error if they are a lower version. TOOL-1.10 Tools will determine install order based on data from 2 ePic. TOOL-1.11 Tools must operate in WinXP and WinPE. Satisfies QA WG requirements for network 2 installation item 5e and 2i. TOOL-1.12 Tools must implement function to convert an MCode to This enables the distribution of MCodes to 2 a list of software releases (using the installation data factory for Fixed SKU production, and it file) and vice versa. enables calculation of MCodes on the fly by installation tools during the modular installation process. TOOL-1.13 Unique ID of each software release must be verified Satisfies VBD QA WG requirement 3a. 3 after installation. TOOL-1.14 Installation tools must be able to detect whether a Satisfies VBD QA WG requirement 3b. 3 module successfully installed. TOOL-1.15 Installation tools should support automatic creation of a Satisfies QA WG requirements for network 3 target environment on a machine. installation item 5a. TOOL-1.15.1 Target environment includes an HDD image. Assumption is that this is a foundation image. 3 TOOL-1.15.2 Target environment includes firmware and BIOS 3 updates. TOOL-1.15.3 Target environment includes updating of DMI data. 3 TOOL-1.16 Installation tools must have locking mechanism so that Satisfies QA WG requirements for network 3 they only work on Sony PCs. installation item 5b. TOOL-1.17 QA installation can be initiated using a WinPE boot Satisfies QA WG requirements for network 2 CD. installation item 5d. TOOL-1.18 Installation tools must work in Windows. 2 TOOL-1.19 Installation tools must support preparing recovery Satisfies QA WG requirements for network 3 partition only without performing full install. installation. TOOL-1.20 An automated system should exist that can scan This would help facilitate Test System data 3 hardware data for test systems and load it into ePic entry. through a network connection. WMI based configuration checking implementation could be used to satisfy this requirement. TOOL-1.21 A DLL should be provided that utilizes MCode 1 encoding/decoding and MCode decryption/encryption. TOOL-1.22 Three use cases for installation tools will be supported: 1. Installation using a list of DB Hero component part numbers. a. Convert list of component part numbers to list of software releases. b. Generate MCode using list of software releases (optional - could be done offline). c. Install software. 2. Installation using a MCode. a. Generate list of software releases using MCode. b. Install software. 3. Installation using a list of releases. a. Generate MCode (optional - could be done offline). b. Install software.

5.8.2 User Interface Requirements

ID Description Comments Priority TOOL-2.1

5.8.3 Business Rules

ID Description Comments Priority TOOL- For the use cases defined in TOOL-1.22: 3.1 Factory Installation will use method #1 only. For retail models the DB Hero component part number list can be prepared offline and distributed at RTM time. Recovery Media Sets (RDVDs or Fulfillment Media) will use method #2. HDD Recovery and recovery using customer created media will use method #3. Test system preparation will use all three methods.

5.8.4 Interface Requirements

ID Description Comments Priority TOOL-4.1

5.9 File Store/Mini-ePic 5.9.1 Usage Requirements

ID Description Comments Priority Moved to Business Rules section. Moved to Business Rules section. STOR-1.3 New module and application releases will automatically 1 be synced with other engineering file stores. Images will not. STOR-1.4 Sony user can request that images from another 1 engineering file store be transferred to their local file store via ePic UI. STOR-1.5 Factory engineers can automatically sync their local file File store solution would thus require a 3 store by providing installation data file to function for parsing the installation data file. synchronization tool. STOR-1.5.1 All binary data required will be automatically 3 downloaded to factory file store according to installation data file. STOR-1.5.2 Obsolete releases will be automatically deleted from The “delete obsolete files” function is intended 3 factory file store according to installation data file. for factory use. Factories will usually only This function can be optionally disabled. require latest RTM'ed releases. Obsolete releases would be any releases that were removed/replaced in the installation data file. Such a function ensures that factories will never need to allocate more storage than is absolutely necessary to the file store. STOR-1.5.3 Factory engineers can only download “RTM” or “Test 3 RTM” releases as indicated in the installation data file they receive. STOR-1.6 For each release, one or more files and directories can 1 be checked into file store. STOR-1.6.1 During release check-in, upload process should be a User should not have to zip up files or FTP 1 fully automated and atomic operation. them anywhere. STOR-1.7 During a download operation, the total size of the files 3 to be downloaded can be reported to the user before the download starts. STOR-1.8 Users must be able to load binary data into the file Some factories will receive images and 3 store from media. modules on DVD (factory media set). STOR-1.9 User must be able to operate the file store without a Perhaps factory file store can work with just 1 database connection to ePic. installation data file. Engineering stores may use database connection to acknowledge check-in(s) and perform other advanced functions. STOR-1.10 File store will provide a function for downloading latest This function is for factories. 3 installation data file for a Series/LangRegion. The Series/LangRegion list for this function should be kept in a configuration file and downloads should be manually triggered. STOR-1.10.1 User should be able to view/download the list of 3 changes (the same as in requirement MFG-1.3.2) when the file store download is triggered. STOR-1.11 The file store solution should be deliverable as an Package is sent with user manual and required 1 easily installable package with a simple configuration configuration parameters. file. STOR-1.12 The file store solution should be deployable to a wide File store users will have more flexibility in 1 range of system architectures. hardware selection or they can leverage existing infrastructure. STOR-1.13 File and directory management. 1 1 STOR-1.13.2 Files should be stored in a flat file structure with each It is acceptable to have a few directories on the 1 file uniquely named. file store, as long as it is human navigable. Files could be named as the release ID with type prefix. STOR-1.14 A factory file store can be synchronized based on the Intended to satisfy Factory Install WG 3 installation data file. requirement 3b and 3d. STOR-1.15 Files and directories (binary data) in the file store Satisfies Factory Install WG requirement 3c. 1 should be uniquely named. 5.9.2 User interface Requirements

ID Description Comments Priority STOR-2.1 Solution should be command-line Operations can 1 based. Some functions may be be scripted. No implemented in a daemon. graphical UI required.

5.9.3 Business Rules

ID Description Comments Priority STOR-3.1 Any business unit requiring a file store will be Storage requirements will vary for each responsible for purchasing and maintaining hardware. installation. STOR-3.2 Any non-GM software must be available for a specified Satisfies QA WG requirements for network period of time (e.g. 100 days) after the GM version has installation item 4. been released. STOR-3.3 Golden Master (GM) SW releases must be available Satisfies QA WG requirements for network for an indefinite period of time. installation item 4. If indefinite period is impossible one of the following: By the end of OS support period. By the end of product support period. By the end of key parts availability for HW services.

5.9.4 Interface Requirements

ID Description Comments Priority STOR-4.1 File store must communicate with other 1 file stores. STOR-4.2 Files stores must authenticate before 1 connecting to another file store or ePic for any reason.

5.10 Test Management and Defect Tracking

The following key concepts are central to ePic Test Management and Defect Tracking functionality:

-   -   Test Case: Unit test case associated with a single hardware or         software item.     -   Test Case Strategy: A collection of test cases for a series or         engineering part/major version. Partially auto-generated based         on the releases on a series software BOM. The test case strategy         changes over time as items on the series software BOM change.     -   Defect: A flaw of a software or hardware item. Defects can be         linked to test cases or standalone.     -   Test System: A PC used for testing. ePic will track the         configurations of test systems.

9.11.1 Usage Requirements

ID Description Comments Priority TEST-1.1 Three primary system roles are used for the 3 Test/Defect components of ePic: “Project Test Lead,” “Test Lead,” and “Tester.” TEST-1.1.1 Only “Project Test Leads” and “Test Leads” can 3 create/edit Test Cases and create/edit Test Strategies. TEST-1.1.2 Testers can update the results of a Test Case or 3 create/edit defects. Testers can edit Test Case definitions if they have been added to the owner list for the Test Case by a Test Lead or Project Test Lead. TEST-1.1.3 Developers and Integrators can update status and “Fix-verified” resolution is used to confirm 3 resolution of defects, but cannot set resolution of regression tests were successful. defects to “Fix-verified.” TEST-1.1.4 Any user with an assigned role in the system can Authenticated users without roles are given 3 enter a defect in open status. read-only access to all parts of the system. TEST-1.2 Defect management. 3 TEST-1.2.1 Defects can be associated with one or more Thus for hardware defects, DB Hero part 3 engineering part/major versions, releases, series, or numbers are used, and for software defects hardware parts. Defects cannot be associated with (including BIOS and firmware) ePic part software planning parts from DB Hero. numbers are used. TEST-1.2.2 If a user chooses to associate a defect with a series, 3 the user should then have the option of selecting releases from the series software BOM (if available). TEST-1.2.3 Before entering a defect, the user should be able to Search functions should be accessible from the 3 search existing defects to ensure that duplicates or create defect view. similar defects do not already exist. TEST-1.2.4 Defects can be associated with one or more Test 3 Systems. TEST-1.2.4 Defects must be associated with Test Cases if they 3 are discovered as part of testing (see requirements TEST-2.1.4). Defects can also manually be associated with a test case. TEST-1.2.5 Any changes made to an existing defect should be 3 captured in a history log. The user, date/time, and attributes changed should be captured. Changes to values for status and resolution of defect should be tracked in the history log. For other attributes values do not need to be tracked. TEST-1.2.6 Users checking-in new part releases are required to This will be required for ALL users who check 3 update the status and resolution of any open defects in releases regardless of whether their linked against that part/major version. organization uses the Test Mgmt/Defect Tracking functions of ePic. This is critical for correctly assessing the quality level in any release on the series SW BOM, as will as auto-generating the regression portion of a Test Strategy. TEST-1.2.6.1 System will display a table of open defects and allow It is preferred that notes entry be a separate 3 user to enter status, resolution, and notes for each screen invoked by a link to facilitate a more defect. compact UI. TEST-1.2.6.2 If user sets defect resolution to “Will Not Fix” or 3 “Deferred” a note is required. TEST-1.3 Foundation Image (FI) Defect Propagation Tool. This is a special purpose function required 4 because each FI is defined as separate engineering part in ePic, but defects found in the FI will often apply to many FIs (for example, defects cause by build tools). It is intended to be used by integrators/image builders as opposed to QA personnel. TEST-1.3.1 System displays all open defects against foundation 4 images and a table of all active foundation image engineering parts and releases. TEST-1.3.2 Attributes displayed for foundation images facilitate 4 dimensional analysis to identify other FIs affected by a defect. User can sort table by column or filter table by column values. TEST-1.3.3 User can select one defect and one or more releases 4 in the FI table and assign the defect to all selected FIs. TEST-1.4 Create/edit test system. User can define test systems 5 (PCs used for testing software and hardware) in ePic. TEST-1.4.1 Each BOM should include a list of basic categories Such categories are maintained in DB Hero as 5 to help user create test BOM: CPU, HDD, ODD, an attribute of parts called “Classification.” Motherboard, LCD, etc. Parts for specific categories This attribute should be used for this function. are not required to be entered; these categories are used only as filters for the hardware parts list. TEST-1.4.2 The user can create a BOM for the hardware (DB 5 Hero HW parts) and Firmware (ePic eng. parts) in a test system. User can browse parts by series or description. TEST-1.4.3 The user should be able to define addition parts on a Sometimes users must substitute parts that are 5 test system BOM template that are not included in not on the DB Hero BOM in the test system. DB Hero part lists. User defined parts will only be User defined HW parts would use the same available for test system management. User defined attributes as DB Hero HW parts. parts will use the same categories as normal DB This function will also be used for special Hero parts. items which must appear on the RTM report, like firmware versions. TEST-1.4.4 User can use parts from more than one series on a Appropriate parts may not be available so user 5 test system BOM. should be able to use any part in test systems. TEST-1.4.5 When a defect is related to a test system, the test 5 system BOM template and other data is automatically snapshotted. The snapshot must be related to the defect. TEST-1.4.6 DMI settings for each test system must be stored in This data is included on RTM report. This 4 ePic. The user can enter the values for a set of keys. data is output from the SXSYSINF tool The keys required are “Manufacturer,” “Model maintained by System Engineering. Keys Name,” “BIOS Lock ID,” “MCode (Un-encrypted),” must be kept in sync with the development of “MCode Tool Version (CDS Models Only),” “BIOS this tool. Information,” “Universal Information.” Keys should be configurable (no admin screen necessary). TEST-1.4.7 User can associate a test BOM or SKU BOM with a 4 test system. This BOM will be used to image the system. TEST-1.5 Test Case Management. 3 TEST-1.5.1 Test Cases can be associated with a series or 3 engineering part/major version combo. An association is not required. TEST-1.5.1.1 A Test Case result (Pass/Fail/Impeded/Not Tested) 3 can be stored for each combination of series and part release. Results are not stored unless the test case is added to a test strategy (default is “Not Tested”). A text note and timestamp must be stored for each result entered in the system. User should be able to retrieve the Test Case result history for a test case for a given Test Strategy or Release. TEST-1.5.1.2 Test cases have the following categories: 3 Basic, Ad-hoc, Use Case, Compatibility, FIV, Benchmarks, MDA, Screen Shot Capture, Accessory, Business Unit, and Other. Some categories have special requirements. See description of categories in section 9.11.5.1. TEST-1.5.1.2.1 Benchmark and MDA Tests results include admin 3 defined category/key sets. Category, Key, and the Value stored are all text fields. Categories should have names and long descriptions. TEST-1.5.1.2.2 Only users with admin privileges can define key These keys change regularly but infrequently. 3 names to be used for Benchmark and MDA testing. An admin screen (not config file) is required for this function. TEST-1.5.1.2.3 Screen Shot Capture tests can have an image file This is a special test case used for the RTM 3 (.JPG, .PNG, or .BMP) attached to it. report. TEST-1.5.1.2.4 Compatibility Tests can have a list of required parts 3 attached to them. This is a text field filled out manually. TEST-1.5.1.3 For all test cases “Level” can be set. Levels can be 1, This attribute is used in Test Strategy 3 2, 3, or “Sampling/Sanity Check” (see section 10.4.8, generation functions (see below). TST-13). TEST-1.5.1.4 Test Case data for a single test case can be exported Per VOE review, 2005-11-10. 3 to an Excel spreadsheet. TEST-1.6 Users can define named Test Case Groups. Functionality is similar but not identical to 3 groups used in software BOM creation. TEST-1.6.1 Test Case Groups can be public or private. Private 3 groups are visible only to the user that created the group. TEST-1.6.2 Test Case Groups can be assigned to the same 3 entities as Test Cases. Such assignments are used as defaults when a user creates a new test within a group. TEST-1.7 Test Strategy Management. 3 TEST-1.7.1 Each series defined in the system will have a test 3 strategy associated with it by default. A series test strategy is a list of test cases and/or defect regressions to be executed against the latest series software BOM snapshot for that series. TEST-1.7.2 User can create and ad-hoc named test strategy to 3 facilitate pre-integration testing. This test strategy can be associated with exactly one engineering part/major version. TEST-1.7.3 Test cases and defect regressions can belong to more 3 than one test strategy. Test case can be added to a strategy only once (no duplicates allowed). TEST-1.7.4 Test strategy auto-update and editing: Test strategies Only project test leads can perform these 4 are partially auto-updated when a Project Test Lead activities. accesses the test strategy for a given Series/LangRegion combination. TEST-1.7.4.1 For series test strategies, if a new series software 4 BOM snapshot has been changed or if the status of the snapshot has been changed to Release Candidate (RC), the system will auto-update the test strategy for any releases or that have changed since the last time the test strategy was generated. Release for composite parts will be recursively processed (system will examine the BOMs for each composite part, including FIs). TEST-1.7.4.2 For ad-hoc test strategies the system will examine the 4 associated engineering part. Composite parts will be recursively processed. TEST-1.7.4.3 Auto-update of test strategies is performed only for 4 the selected LangRegion. TEST-1.7.4.4 1^(st) build (release) test strategy auto-update: 4 Triggered for the first release checked-in for the first major version of an engineering part. TEST-1.7.4.4.1 Level 1 and 2 test cases associated with the 4 series/part and Level 1 and 2 test cases with no associations are added to the test strategy. TEST-1.7.4.4.2 User can manually add level 3 test cases and test case 4 groups. User can remove any auto-added test cases. TEST-1.7.4.5 Minor revision test strategy auto-update: Triggered 4 for any new releases/defaults which are not the first release. Test cases are updated as follows: TEST-1.7.4.5.1 Defect regressions are added to the test strategy: 4 Defects with resolution “Fixed” which are associated with the current engineering part/major version or any of its releases are added to the test strategy as “defect regressions.” There are no test cases associated with defect regressions (though there may be test cases associated with the defect itself, they are not used here). TEST-1.7.4.5.2 System adds test cases for any open defects against If defects matching the criteria do not have 4 the current engineering part/major version with associated test cases then they are ignored by Priority of “Must Fix” or “Should fix.” Test cases the system. for open defects with Priority equal to “None” and Severity equal to “1” are also added to the test strategy. TEST-1.7.4.6 Major Revision test strategy auto-update: Triggered 4 for the first release checked in against a major version that is not the first major version. TEST-1.7.4.6.1 Defect regressions are added to the test strategy: 4 Defects with resolution “Fixed” which are associated with the previous engineering part/major version or any of its releases are added to the test strategy as “defect regressions.” There are no test cases associated with defect regressions (though there may be test cases associated with the defect itself, they are not used here). TEST-1.7.4.6.2 System adds test cases for any open defects against If defects matching the criteria do not have 4 the previous engineering part/major version with associated test cases then they are ignored by Priority of “Must Fix” or “Should fix.” Test cases the system. for open defects with Priority equal to “None” and Severity equal to “1” are also added to the test strategy. TEST-1.7.4.7 Final build test strategy auto-update: Triggered 4 whenever the latest series software BOM snapshot has been flagged as a Release Candidate (does not apply to ad-hoc test strategies). TEST-1.7.4.7.1 System adds Compatibility, FIV, and Screen Shot If a new snapshot has been generated and them 4 Capture Test Cases to the test strategy. flagged as an RC before the test strategy has been auto-updated, the system should also run the appropriate auto-update tasks. TEST-1.7.4.8 User can re-initiate test strategy auto-update 4 manually at any time. TEST-1.7.4.9 When an auto-update executes, system should For example, using color coding. 4 display changes (test case adds, deletes, and status changes) to the user visually. TEST-1.7.5 User can select a part on the test strategy and view all 3 open defects. TEST-1.7.5.1 User can add test cases associated with open defects 3 to the test strategy. TEST-1.7.5.2 User can add the defect as a defect regression 3 (implies changing status to “closed” and resolution to “fixed”). TEST-1.7.6 User can add/delete any test case or test group from a 3 test strategy (even if the test case was added as part of an auto-update action). TEST-1.7.6.1 If a level 1 or regression test case is deleted, a Only one warning should be displayed for 3 warning/confirmation dialog is displayed to the user. multiple selections. TEST-1.7.6.2 A note indicating that level 1 or regression test cases 3 were deleted from a test strategy, and who deleted it when, should be added to the history log. TEST-1.7.7 System should invalidate (set to “pending”) any test This will only be done for Series Test 4 case result for parts if a new release for a part on Strategies, not Ad-Hoc ones. which they depend (based on dependencies defined in ePic) has been checked in. The invalidated test cases should be indicated (highlighted) for the user on screen. Results of the previous test case result should be retained by the system for reference. TEST-1.7.8 Leads can assign Test Cases on a Test Strategy to 3 individual testers. TEST-1.7.9 User can attach one or more test BOMs created using A test BOM can be extracted from the system 4 the function described in section 9.4.1, requirement via interface and used by installation tools to BOM-1.9. prepare a test system. TEST-1.7.10 User can attach one or more SKUs to the test strategy The BOM associated with the SKU can be 5 which have been created using the function described extracted from the system via interface and in section 9.6.1, requirement INT-1.12. used by installation tools to prepare a test system. TEST-1.7.11 When a tester accesses a test strategy, the system will 3 display test cases/defect regressions assigned to that user, and any test cases/defect regressions not assigned to any user. Tester can update the result of each test case and the status/resolution or each defect displayed. TEST-1.7.12 Test must select the Test System used before any test 5 results can be changed. TEST-1.7.13 System must provide a view of a test strategies by See RPT-21. 4 active series which displays the percentage of test cases completed. TEST-1.8 System must provide function to escalate defect to This requires an interface to the VELSUN 5 VELSUN (global sustaining system). system maintained by SDNA. TEST-1.9 System must provide function to push defect to This requires an interface to the VALSUN 5 VALSUN (software defect system used by system maintained by SDNA. SDNA/VBD). TEST-1.10 Reports currently provided by VSMS for CISC must 4 be available in ePic. TEST-1.11 All notes/text area fields should provide advanced 5 editing functionality. TEST-1.11.1 Spell checker functionality should be available. 5 TEST-1.11.2 Formatting functionality as follows: 5 Bullets Numbered lists Color text Font selection TEST-1.11.3 Formatting applied in edit screens should be 5 maintained for reports. TEST-1.12 Benchmark/MDA Field editor. User can define 3 delete keys used for Benchmark/MDA test case categories. Only users with admin privileges can use this function.

9.11.2 User Interface Requirements

ID Description Comments Priority TEST-2.1 User interfaces for viewing test cases/strategies should 3 provide efficient means for updating data. TEST-2.1.1 List of test cases and defect regressions should be 3 displayed in upper right panel. Test cases can be marked as pass/fail and defect resolution can be changed in this panel without opening other windows, only scrolling and clicking. TEST-2.1.2 Facilitating for updating multiple test cases should be For example, check boxes for selecting test 3 provided. cases and action buttons that apply attribute changes to all select test cases. TEST-2.1.3 Details of each selected test case should be displayed in 3 lower right panel. TEST-2.1.4 Test cases marked as “failed” should trigger a prompt 3 for entering a defect. Defects created in this manner will be automatically linked to the appropriate test case. TEST-2.2 Defects can be entered directly from the main 3 menu/navigation panel or can be entered when a test case has been marked as failed. If a defect is entered in connection with a test case the defect. TEST-2.3 Installation tools and recovery images can be Same as requirement DEV-2.2 since these 1 downloaded from ePic manually by UI. items will be defined as engineering parts in ePic.

9.11.3 Business Rules

ID Description Comments Priority TEST-3.1

9.11.4 Interface Requirements

ID Description Comments Priority TEST-4.1 VELSUN Interface. Used to escalate defects to global Satisfies US sustaining requirements. 5 sustaining group. TEST-4.2 VALSUN Interface. Used to push defects into software 5 development defect database used in VBD/SDNA TEST-4.4 Tools interface. Tools will provide functions for Assumption is that testers will perform all test 4 selecting test BOMs and SKU BOMs to be provided to case/defect updating and test BOM installation tools. preparation via ePic UI. TEST-4.4.1 Data to be exported: These requirements can be merged with build 4 Active Series Master tool requirements since the same tools LangRegion Master platform will be used to interface to ePic. Test BOMs SKU BOMs All DB Hero Data for Component Selector TEST-4.4.2 Functions to be provided: Some functions defined in requirements INT- 4 Authenticate. 4.5 and INT-4.6 will be used and are Get Active Series. duplicated here. Get open defects for engineering part (used during Test BOMs contain software release ID's and release check-in). thus don't require an installation data file. Update defect status and resolution (used during SKU BOMs are DB Hero component lists and release check-in). will require an Installation Data File. Get Test Strategy for series/part. Get Test BOMs for test strategy. Get SKU BOMs for test strategy. Get Installation Data File for series. Get Binary Data for SW Release ID (from file store). Functions to allow the component selector function to be used remotely with tools to create and save SKU BOMs.

9.11.5 Definitions 9.11.5.1 Test Case Types

Name Description Basic Ad-hoc Use Case Describes a regular user scenario. Compatibility List of steps to test compatibility with external devices (e.g., printer or camera). FIV (Final Image Validation) Benchmarks Performance parameters captured as key/value pairs. MDA (Microsoft Performance parameters dictated by Microsoft Development captured as key/value pairs. Agreement) Screen Shot Capture Special test case consisting of just an image, which is included on the RTM report. Business Unit Accessory Other

9.11.6 Screen Shot Mock-ups

FIGS. 12-17 show various non-limiting screen shots for defect submission, defect update, test case submit form, defect view, test results, and test case update, respectively.

Reporting and Notification 9.12.1 General Requirements

ID Description Comments Priority RPTREQ-1 System must provide a custom reporting engine which 3 will allow custom SQL to be stored and run. RPTREQ-2 Reports can be viewed on screen or downloaded in the XML is not required for software integration 3 following file formats: and factory deployment reports, because the Adobe Acrobat (PDF) installation data file contains all required Microsoft Excel information in a single XML file. Comma Separated Values (CSV) MS Word format is required for the RTM XML (Test/Defect Reports only except for RTM) report. If Word format files cannot be Microsoft Word (RTM Report Only) generated then a format that can be imported into MS word is acceptable as a substitute. RPTREQ-3 Some complex reports are configurable by the user. Details are specified in report descriptions. 3 Which data sets to be included and criteria for the report data can be specified before the report is generated.

9.12.2 Reports

The following predefined reports must be provided by ePic. Samples can be found in the appendix (chapter 13.3)

ID Report Name Description Comments Priority RPT-1 Series Report Report of all relevant information for a given Series 2 (SW BOM and Metadata). RPT-2 Series BOM Report of all relevant SW BOM information for a 2 Report given Series. RPT-3 Series Metadata Report of all relevant metadata for a given Series. 2 Report ID was skipped (it is retained to avoid confusion). RPT-5 BOM Report Report of all relevant information for a given Part, Has Optional Data Choices: parts, 2 Group or Release which has a BOM. dependencies, parents, children, releases. RPT-6 Module Release Report of all relevant information for a given Module Has Optional Data Choices: parts, 2 Report Release including BOM and Metadata. dependencies, parents, children, releases. RPT-7 Group Report Report of all Parts and Releases in a given group. Has Optional Data Choices: parts, 2 dependencies, parents, children, releases. RPT-8 Image BOM Report of all Parts and Releases in a given Image Has Optional Data Choices: parts, 2 Report BOM. dependencies, parents, children, releases. RPT-9 BOM Freeze Report of all relevant information for a given Series Previous report is an optional drop 2 Report BOM - which includes a report of new items, updated down menu of ALL available items, missing items, removed items (from previous Series BOM Snapshot revisions report). (this means you could compare two different Series). The user would be required to select a BOM Snapshot to do the report for and then a BOM Snapshot to compare it to. If no comparison BOM Snapshot is provided it simply creates the report. RPT-10 Media Set Report of all Components, Parts and Releases used in a Factory Media Report would 2 Report given factory or recovery media set. include Metadata for Factory. RPT-11 Part Report Report of all relevant information for a given Part. Has Optional Data Choices: part 2 releases, dependencies, parents, children. RPT-12 Part Release List of all Releases by major part with basic attribute Has Optional Data Choices: 2 Report information. dependencies, parents, children. RPT-13 Part Release Report of all relevant information for a given Part Has Optional Data Choices: 2 Version Report Release Version. dependencies, parents, children. RPT-14 RTM Report This is a multi-part report containing test system Test/Defect report. 3 information, detailed SW BOM information, defects, test cases/results, and other items. User must select a Series/LangRegion and one or more OSs from the report. User must also select which sub- reports to include. The system will then extract all required information from the relevant test strategy and BOMs and format it. The report must be output in MS Word (or compatible format) since it must be edited further after being generated from ePic. See sample in appendix (13.3.14) for more details. RPT-15 Test Status for This Report should list ‘Unresolved Defects’ and ‘Test Test/Defect report. 2 Series Cases’ that needs to be executed for a particular Series. User can specify where test cases, defects or both are to be included in the report. Unresolved Defects: Defects with ‘Defect Status’ equal to Open and ‘Defect Resolution’ not equal to ‘Fixed’, ‘Deferred’, ‘Will not Fix’, ‘Duplicate.’ Defect Attributes to include in the report: Defect ID, Part, Summary, Severity, Exposure, Defect Resolution (sorted by Priority). Test Cases that need to be executed: List of test cases with ‘Test Results’ equal to ‘Not Tested’ or ‘Impeded.’ RPT-16 Test Status for Same as above for all active series. Sorted by Series. Test/Defect report. 2 all Active Series RPT-17 Defect report Displays all available attributes for a defect. User can Test/Defect report. 2 for Individual optionally request that defect history be included in the Defect report. RPT-18 Defects by user, This is a configurable report for Defect analysis. It is Test/Defect report. 3 team, series, intended to be a way to export defect data for analysis cycle, etc. into external tools or for importing to other systems. Filtering fields for Defect: Defect ID, Defect Status, Defect Resolution, Responsible persons, Priority, Severity, Exposure, Champion, Defect Submitter, Submit Date, Close Date, Frequency, Assigned to, Microsoft Defect ID, Beta ID, Sustaining Status, Sustaining Priority, Days Open (less than or equal to given number), Series, Part. System will include all available defect attributes in one table/data structure. RPT-19 Test Case This report is similar to RTP-18 except it is for test Test/Defect report. 2 Report cases. Filtering fields for Test Case: Test Case ID, Test Case Type, Test Results, Part, Series, Test Area, Status, Level, Submitter, Last Updated, Excluded Series, Submit Date, Linked Defects (to a particular test case). System will include all available test case attributes in one table/data structure. RPT-20 Test Strategy Listing of test cases on a test strategy. User can Test/Defect report. PQD would 2 Report optionally request a view. like this report to function similarly to the view on http://platform.itd.sel.sony.com/ (click on “test cases” on menu). RPT-21 Test Strategy A view of a test strategies by active series which 2 Status Report displays the percentage of test cases completed. RPT-22 End-of-cycle This report contains summary information on various 3 Defect Report defects for one or more series and/or time periods. It is to be used as a post-cycle analysis tool. User can select one or more Series/LangRegions. User can also select one or more cycles or date ranges (for product cycle, initial product cycle attribute of the series would be used). User can also select which sub- reports to include. Data is exportable as PDF or excel files (it is okay if more than one excel file is generated). The sub-reports are as follows: Defect Priority Defect Severity Defect Exposure Defect Resolution by Application Champion Defect Resolution by Module (recursive for FI BOM) Top Ten Deferred/Will Not Fix Defects. RPT-23 Build Count Table of Series, OS, FI build count, and Recovery Test/Defect report. Used for end- 2 media build count. of-cycle accounting. User must select cycle, date range, or all active series. RPT-24 FI Test Case Test Case results for a cycle or date range by FI Test/Defect report. 2 Report release. RPT-25 Module Test Test Case results for a cycle by Series SW BOM Test/Defect report. 2 Case Report snapshot (test strategy).

9.12.3 Notification 9.12.3.1 General Requirements

ID Description Comments Priority NOTE-1 Email notifications will not be tied to 4 roles, but functions for adding sets of email addresses to a notification list by system role or group should be available. Any email address can be added to a notification list (not just system users). NOTE-2 When a new user is assigned a role in 4 ePic system should present a list of events to the administrator for which notification is available. User will be added to the list for any events selected. NOTE-3 All notification lists can be edited 4 manually in the system.

9.12.3.2 Events

The following events will trigger email notification to users. On screen notifications are indicated elsewhere in this document.

ID Description Reference Comment EVENT-1 Email notification is issued when a release check-in is DEV-1.2.8 completed (files have been uploaded to file store). EVENT-1.1 Email notification lists should be stored for each This requirement will satisfy the Engineering Part Type (editable via admin screen). need to monitor image builds (Pilot, RC, GM events). EVENT-2 RTM email notification requirements. RTM emails MFG-1.2.2, should be sent when “Test RTMs,” “RTMs,” and MFG-1.3.2 “running change RTMs” are issued in the system. EVENT-2.1 Email lists should be maintained by series. EVENT-2.2 Emails should clearly indicate which event for which the email is being sent. EVENT-2.3 Each email notification should contain a unique identifier in the subject line and body of the message that can be used to refer to the message. RTM email notifications should be logged in a history log that can be viewed via ePic UI. EVENT-2.4 Email content should also be attached as a PDF document to the email message (to be used as official documentation). EVENT-3 Series SW BOM snapshot created. Changes since the Notification of changes to the last snapshot (per MFG-1.3.2) should be included in the Series SW BOM (module/image notification. insertions). EVENT-3.1 Email lists are maintained by Series. EVENT-4 Series Software BOM snapshot flagged as release This is a “BOM Freeze”. candidate. EVENT-4.1 Email lists are maintained by Series. EVENT-5 Defect submission or defect status/resolution change. Defect monitoring is performed by engineering part. Users can also choose to receive all. EVENT-5.1 Application champion and any users on the owner list for If a user wants to monitor a the affected engineering part should be automatically specific part they must be added added to the notification list. Any owners of a test case to the owner list. associated with the part must also be notified. EVENT-5.2 Users can also subscribe to receive defects events by Series and/or LangRegion. EVENT-6 New series loaded in ePic from DB Hero.

9.13 Administration 9.13.1 Usage Requirements

ID Description Comments Priority ADM-1.1 Add/edit user. 1 ADM-1.1.1 User is required to be associated with an engineering 1 organization. ADM-1.1.2 User can be assigned one or more roles. 1 ADM-1.1.3 Users email address must be stored by system. 1 ADM-1.2 Add/edit engineering organization. 1 ADM-1.2.1 Engineering organizations can be Sony or 3^(rd) party. 1 ADM-1.3 Manage 3^(rd) party data access. 3 ADM-1.3.1 One or more series can be assigned to a 3^(rd) party 3 organization. The 3^(rd) party organization users will only be able to see/download data concerning the series' which have been assigned to them. ADM-1.4 Add/edit LangRegion's. 1 ADM-1.4.1 User can add/remove LangRegions to/from the master. 1 ADM-1.4.2 DB Hero SPECS are mapped to corresponding This requirement can be dropped if 1 LangRegions defined in the system. LangRegion relationship to DB Hero SPECS and COMPONENTS can be identified programmatically. ADM-1.5 System will provide functionality to make batch This is an admin function only. Users must 2 changes to attributes entities. User can search for change items one by one. entities, select groups of items to change, and change one or more attributes for all items in the group. ADM-1.6 System should provide a function for defining teams of Some test/defect functions call for assignment 2 users. to a team. The group management functionality implemented in ePic prototypes may satisfy this requirement. ADM-1.7 Admin functions for defining values for Test Area 2 (10.4.9, TST-006) and Status (10.4.9, TST-013) should be available.

9.13.2 User Interface Requirements

ID Description Comments Priority ADM-2.1

9.13.3 Business Rules

ID Description Comments Priority ADM-3.1

9.13.4 Interface Requirements

ID Description Comments Priority ADM-4.1 9.14 ePic Interface Library This section describes requirements for the ePic database interface library API for Build Tools and Test System Preparation Tools. Some interface requirements and tools requirements in other sections of this document are satisfied in whole or in part by this API. VOA tools covered are Magellan and Modular Image Network Download System (MINDS). All VOA build tools use ePic data, but most of the tools use flat files created by Magellan, as the source of data. Build tools also check in software releases and images and thus need to be able to write data to the ePic database and upload files to the file store. VOA test system preparation is performed using MINDS tools. These tools are provided on a WinPE CD. This toolset will be made available to ePic users. SDNA will use VOA provided build tools. 9.14.1 ePic Database Interface Requirements The ePic database interface should provide the following functions. When a “Recordset” is specified as return value, all applicable attributes for the entity should be included in the Recordset.

ID Function Parameters Return value Comments Used By Priority DLL-1 Authenticate User UserID Authenticate user. The Magellan, 2 Password SecurityToken security token should be MINDS Action (optional) passed on to all other functions. All other functions can then check for a valid security token before getting data. DLL-2 GetImageBOMData SecurityToken Recordset This function should Magellan 1 BOM Snapshot ID return all items on the isBasePlus (optional) specific Image BOM isOPK (optional) that meet the criteria isRecoverable (optional) set by the optional arguments. If an optional argument is not passed to the function, that criteria should be ignored DLL-3 GetModulesEPCs SecurityToken Recordset This function should Magellan 1 Series ID return all modules and LangRegion EPCs for the specified isPermanent (optional) Series/LangRegion. If Permanent argument is True, return all permanent items. If it is False, return all temporary items. If it is not specified return all items. DLL-4 GetSeries SecurityToken Recordset This function should Magellan, 1 return all active series. MINDS DLL-5 GetLangRegions SecurityToken Recordset This function should Magellan, 1 return all available MINDS LangRegion values. DLL-6 GetBOMList SecurityToken Recordset This function should Magellan, 1 Series ID return a list of available MINDS LangRegion Image BOM isImageBOM (optional) Snapshots/Module BOM isModuleBOM (optional) Snapshots/All BOM Snapshots (depending on optional arguments) for given Series/LangRegion. DLL-7 GetBOM SecurityToken Recordset This function should Magellan, 1 BOM Snapshot ID return the BOM contents MINDS (parts release list) for selected BOM Snapshot ID. DLL-8 UploadFiles SecurityToken Boolean This function should Magellan, 1 Part Release ID upload Part Release files MINDS Files to be uploaded. to the ePic file store. One function call should upload all the required files. We do not want to call this function for each file. This function must be called after CheckInPart Release. It may be called minutes or hours after CheckInPartReleasefor modules (because modules require release ID to be embedded in the module). DLL-9 CheckInPartRelease SecurityToken Part Release ID This function should add Magellan 1 All Part Release data for a new Part Release to the this Part Type. ePic database. DLL-10 UpdatePartRelease SecurityToken Boolean This function should Magellan 1 Part Release ID. update Part Release All other Part Release record. This function is data for this Part Type. required as some part releases may be created using ePic and then updated from Magellan DLL-11 GetSeriesForPart SecurityToken Recordset This function should Magellan 2 Part ID return a list of Series that have this Part on their BOM Templates. DLL-12 AddPartReleaseToSeries SecurityToken Boolean This function should Magellan 2 Part Release ID assign the specified Part Series IDs Release to one or more Series. DLL-13 GetDefectsForPart SecurityToken Recordset This function should Magellan 2 Part ID return a list of defects that Status (optional) are currently assigned to this Part. Optionally result set can be filtered by defect status. DLL-14 UpdateDefects SecurityToken This function should Magellan 2 Part Release ID update the defect status of Defect IDs specified defects. This New Defect Statuses allows the user to specify New Defect Resolutions what defects have been New Defect Notes fixed in this Release DLL-15 GetReleaseEmailContents SecurityToken Text Get the email text. This is Magellan 2 Part Release ID used to display the email notification to the user before it is actually sent out. Emails sent from Magellan will provide information on PAC Files, FI image, AppInfo and DataFile contents. DLL-16 SendMail SecurityToken Boolean Send email notification. Magellan 2 Part Release ID The contents of the email CCText will be generated automatically like part releases checked in from ePic. Emails sent from Magellan will have a different target recipient list. User should be able to add additional recipients. DLL-17 LaunchComponentsSelector SecurityToken String/Recordset Launch Component MINDS 2 Series ID Selector to allow user LangRegion is FreeStyle. to select a configuration, check for validity and returns valid selection of parts. This is used to create a SKU BOM in freestyle mode DLL-18 GetSKUBOMSnapshotList SecurityToken Recordset This function should MINDS 2 Series ID return a list of avaiiable LangRegion SKU BOM snapshots for given Series/LangRegion DLL-19 GetSKUBOM SecurityToken Recordset This function should MINDS 2 BOM Snapshot ID return the SKU BOM contents (parts list). It should also return the installation data file (either as XML or location from where it can be obtained). DLL-20 AddLog SecurityToken BOOL This function adds a MINDS 2 MACAddress record to the log. IPAddress SessionID User Action PartReleaseName ReleaseID Size StartTimestamp EndTimestamp Time Mode DLL-21 GetLog SecurityToken Recordset This function should get MINDS 2 LogID (optional) the specified log record. DLL-22 GetSystemTime SecurityToken String Get time on DB server; MINDS 2 value used in AddLog. (This can be implemented within AddLog in which case this function is not required). DLL-23 IsHDDProject SecurityToken BOOL Check if Series uses HDD MINDS 2 Series recovery LangRegion

9.14.2 Technical Requirements

-   -   Database access for use in MINDS must be able to run in the         stripped down version of Windows, Windows Preinstall         Environment. (This generally means the code must be written in         C++. It's possible to write the programs in Java, Python, Perl,         etc., but this would need to be tested and set up within WinPE.)     -   The Database Interface Layer should support applications running         in different environments and developed using different         programming languages, as shown in the Appendix 1.3.1.     -   All functions in the epic Database Library should implement         stateless security. For example, The Authenticate function         should return a SecurityToken object that is then passed to         other functions. These functions then check if the security         token is valid before interacting with the database. Any other         security mechanism can also be used.

9.14.3 Architecture 9.14.3.1 VOA Tools

FIG. 18 shows the non-limiting architecture of VOA Tools.

9.14.4 Usage Scenarios 9.14.4.1 MINDS Usage Scenarios

9.14.4.1.1 Download Image to Test System from MINDS CD. FIG. 18A logic can be used by testers and by integrators.

9.14.4.1.2 Upload Foundation Image.

FIG. 19 refers, which has been described above and which can be used by integrators.

9.15 Sustaining

This section describes requirements for ePic from the Global Sustaining Group. These requirements will extend existing functionality.

9.15.1 Usage Requirements

ID Description Comments Priority SUS-1.1 Sustaining modules will be managed in ePic. 5 SUS-1.1.1 A new part type “Sustaining Module” must be added 5 to ePic. SUS-1.1.2 Addition sustaining specific attributes must be 5 supported. SUS-1.1.2.1 Sustaining ID (or SP-ID), separate from normal 5 Part/Release ID must be maintained by ePic and returned when applicable by check-in functions. (ePic will manage this sequence.) SUS-1.1.3 Sustaining module release notifications will be sent 5 to a different email notification list than for other modules. SUS-1.1.4 Sustaining modules must have a unique identifier This is similar functionality as other ePic 5 embedded in them to support post-installation modules. verification by “VAIO Update” software. SUS-1.2 Sustaining users should be able to retrieve software 5 BOM information from ePic UI. SUS-1.3 Support groups require a network installation system. Test System Preparation CD can be used for 5 this purpose. SUS-1.4 Maintenance Desk requires Recovery Media 5 (RDVD's/Fulfillment Media). SUS-1.5 Module Specification should be unified with This is so developers only need to create on 5 Sustaining Patch specification. format. SUS-1.6 Software BOM views in ePic should also display any 5 applicable sustaining patches. SUS-1.7 Search function should allow entry of a model name. 5 SUS-1.8 Search functions should allow Series/LangRegions to 5 which a particular sustaining patch has been applied to be to be found by Sustaining Part ID (SP-ID). SUS-1.9 User can use Part Name/Major Version as a search 5 key to find Series/LangRegion or list of sustaining patches. SUS-1.10 Legacy data must be maintained in ePic for a time 5 period suitable to sustaining.

9.15.2 User Interface Requirements

ID Description Comments Priority SUS-2.1

9.15.3 Business Rules

ID Description Comments Priority SUS-3.1

9.15.4 Interface Requirements

ID Description Comments Priority SUS-4.1

10 Data Model 10.1 Concepts

FIG. 20 shows the overall, non-limiting system architecture for Sony PC production. The figure gives an overview for an ePic related systems diagram.

10.2 Data Structure

Moving to FIG. 21, the data structure and flow chart of ePic are shown.

10.3 Database Entities

FIG. 22 illustrates a non-limiting ePic database entities diagram.

10.4 Attributes 10.4.1 Series

ID Attribute Name Description Comments Intended Usage Examples Required Modifiable Basic Search Ext. Search SER-001 Series ID Auto-generated system identifier. SER-002 Series Name IRX or ATX number. IRX-3150, ATX-2230 Y N Y Y SER-003 Code Name Textual code name for the series. Diablo EPD Y N Y Y SER-004 Marketing Name There will be many (region May be mapped to a Selection criteria in VGN-S270, VGN- Y Y Y Y to region, cycle to cycle). series SW BOM and system screens reporting. S27, VGN-S270A, For Example: PCV-RS500 one or more LangRegions. VGC-RB30, VGC-RB30C Functionality depends on DB Hero handling of Marketing Model name. SER-005 On Sales Date One date for each Maintained Reporting. N Y N Y LangRegion. independently in ePic. May be useful for satisfying sustaining requirements. SER-006 Off Sales Date One date for each Maintained Reporting. N Y N Y LangRegion. independently in ePic. May be useful for satisfying sustaining requirements. SER-007 End of Life Yes/No. Defaults to no. Maintained Reporting. N Y N Y independently in ePic. May be useful for satisfying sustaining requirements. SER-008 Status Planning, active, archive, Maintained Reporting. Y Y Y Y obsolete, sustaining. independently in ePic. (req) (req) SER-009 Comments Long description of a Maintained Reporting. N Y N Y series. independently in ePic. SER-010 Created By Series should not be created manually - only imported from DB Hero. DB Hero “created by” is not necessary here. SER-011 Created Date SER-012 Active Yes/No Maintained Control display and Y Y Y Y independently in ePic. default series lists. SER-013 Planning List of planning cycles Reporting. 2005 Q3, 2005 Q4, Y Y Y Y Cycle/Season applicable for this series. 2006 Q1 SER-014 Change Log History, system Maintained generated/maintained independently in ePic. SER-015 Production Site List of production sites for Maintained May be used for NFCH, UCCH, N Y N Y this series. independently in ePic. RTM and test-RTM DPCH, IT-M, SNT release status by production site to facilitate file store functionality and reporting. SER-016 LangRegions List of LangRegions to be Maintained Used to filter the list en_US, en_UK, N Y Y Y Supported supported by this engineering independently in ePic. of LangRegions on jp_JP, etc. part. screens and for reporting.

10.4.2 Components

Intended Basic Ext. ID Attribute Name Description Comments Usage Examples Required Modifiable Search Search COM-001 Component ID Y Y COM-002 Component Name Y Y COM-003 Active Yes/No Y Y Components are Y Y unique per series so this is really a series attribute. COM-005 Type N Y Components are N Y system generated in DB Hero. There is no comments field. COM-007 Child Parts List N Y COM-008 List of Specs Spec-to-Component N Y relationship may be needed for ePic functionality.

10.4.3 Planning (DB Hero) Parts

Intended Basic Ext. ID Attribute Name Description Comments Usage Examples Required Modifiable Search Search PP-001 Part Name Y Y PP-002 Part ID DB Hero Part Y Y Number (not vendor part number). PP-003 Active Yes/No Y Y (req) PP-004 SW/HW Flag Y Y PP-005 Major Version Assumption is that it Y Y will be separated from description in DR Hero fro SW items. PP-006 Vendor Y Y

10.4.4 Engineering Parts

ID Attribute Name Description Comments Intended Usage Examples Required Modifiable Basic Search Ext. Search EP-001 Part Name This is only application Can be added to a Adobe Premiere, Y Y Y Y name with no version information. group. Sonic Stage Studio, Radeon 7500 Driver EP-002 Parent Planning Part Relation Used to facilitate Index to DB Hero N Y Y Y Series SW BOM creation. EP-003 Active Yes/No Used to control flag (0 or 1) Y Y Y Y display of parts to (req) (req) users. Only active parts should be shown in most screens. Inactive part releases can be archived from file store. EP-004 Major Version Major version number New major Can be added to a 1.1, 2.4, 6.0, 7.0, Y Y Y Y (For Example: 1.1, 1.2, versions are group. 4.2.00.06070(Not 1.3). created when for LA) specifications change - not when defects are fixed or minor changes are made. EP-005 Part Type Image, OS Setup, See below. Lookup List Y N Y Y Installable Application, including: Image, Internal Tools, OS Setup, BIOS/Firmware, Media Installable Set, Other Application, Internal Tools, BIOS/Firmware, Media Set, Other EP-006 Part Sub Type Image (Foundation, P1, See below. Lookup List Y N Y Y Monolithic Image)/ including: Image Installable Application (Foundation, P1, (Application, Driver, Monolithic Image)/ Online Documents, OS Installable Add-on, Module)/Media Application Set (Recovery, Factory) (Application, Driver, Online Documents, OS Add-on, Module)/Media Set (Recovery, Factory) EP-007 Dependency Append Textual description of a Information for Text field: IE can N Y N Y dependency that is not builders. only be installed on enforced by the system. Tuesday. EP-008 Dependency List of parts with “Don't Used to Relation to another N Y N Y care,” “Need,” or validate/complete engineering part “Exclude” specified for release lists for index. each part. System can testers and during enforce/interpret these BOM creation. dependencies. EP-009 Install Order List of parts with “Don't Used by installation Relation to another N Y N Y care,” “Before,” or tools to control engineering part “After” specified for each order of release index. part. install. EP-010 Customer Label Used in Single Displayed to Adobe Premiere Y (for Y N Y Application Recovery. customer during Standard for recoverable Text for each application Windows XP applications LangRegion. recovery. English, nVidia only) Graphics Driver, DVGate 2.0 EP-011 Customer Desc Marketing Desc/Hover Displayed to Instant Video Y (for Y N Y text used in Single customer during Everywhere: Sign recoverable Application Recovery. application up for IP Video applications Text for each recovery. Conferencing. only) LangRegion. EP-012 BLID Used for Foundation Assigned Used during UCV156PEUM Y (for FI Y Y N Image sub type only. manually installation of only) BLID = BIOS Lock ID. currently. releases. Stored in Uniquely DMI. identifies foundation image in VOA. One FI can have multiple BLIDs in VBD/VOE. EP-013 Is Default Yes/no (default for each Actual Creating Snapshots flag (0 or 1) Y Y N Y Part Name, Major implementation of BOM Templates Version, Release, per the data (Groups). LangRegion model provided combination). Defaults by Neusoft. to false. EP-014 Champion Person responsible for Relation to a user N Y N Y testing info. One or more index. persons can be listed. EP-015 Owner Contact Relation to a user Y Y N Y Persons/Developer. One index or more persons can be listed. EP-016 Localized By Eng. Organization which For information text field: VOE, N Y N Y localized the part. only. Not used by SDNA, VOA, STC, Manually maintained. system. VBD EP-017 Target Series List that describes BOM IRX-3440, IRX- N Y N Y template(this part needs 3760, ATX-7100 to go on these series). Specified by developers, integrators. Used to generate series s/w bom. EP-018 Series Dependency Text description for For information Text description for N Y N Y information, if any. only. May be used information, if any. by builders/testers. EP-019 Supported LangRegions List of LangRegions to be Unsupported Relatuion to N Y N Y supported by this part. LangRegions should Language Region not be shown to indexes: ENU-US, users in other ENU-UK, SPA-LA, screens/functions. etc. EP-020 Localized Variation Yes/No - enables UI control. flag (0 or 1) N Y Y Y functionality for defining Planned Localized Variations. EP-021 Planned Localized A named group of Alternate way to Look up table to N Y N Y Variation LangRegions. The name select multiple LangRegionGroups of variation is manually LangRegions for specified and can be screen functions. anything. For example: Releases are “EN-NTSC” -> en_US, associate with en_UK; “EN-PAL”-> LangRegions and en_DE not Planned Release Variations. EP-022 Change Log History, system All changes History, system generated/maintained. should be generated/maintained. logged with who and when. EP-023 OS XPP, XPH, MCE, XPP, XPH, MCE, Y Y N Y WinPE, etc. Only used WinPE, etc. Only when Part Type is Image. used when Part Type is Image. EP-024 EPC/Module/X- For Module sub-types Used in VSMS Used by builders Look up table: Y (for Y N Y Module only. Select one of these (VOA) to and installation EPC/Module/X- modules (mutually exclusive). describe a tools. Module. only) EPC = Engineering Module. May Process Change. change pending installation tool/recovery specification definition. EP-025 Is Temporary Specifies the part must be Inverse of VOA Used by installation flag (0 or 1) N Y N Y deleted from recovery “Is Permanent” tools. partition after installation attribute. in the factory. Defaults to false. EP-026 SpecificationFreezeSched One date for each For information Date field per N Y N Y Planned Localized only. In the future, LangRegionGroup Variation. will be used to specified above. trigger email notifications. EP-027 GUIFreezeSched One date for each For information Date field per N Y N Y Planned Localized only. In the future, LangRegionGroup Variation. will be used to specified above. trigger email notifications. EP-028 FeatureFreezeSched One date for each For information Date field per N Y N Y Planned Localized only. In the future, LangRegionGroup Variation. will be used to specified above. trigger email notifications. EP-029 RCRelaseSchedule One date for each For information Date field per N Y N Y Planned Localized only. In the future, LangRegionGroup Variation. will be used to specified above. trigger email notifications. EP-030 GMReleaseSched One date for each For information Date field per N Y N Y Planned Localized only. In the future, LangRegionGroup Variation. will be used to specified above. trigger email notifications. EP-031 GMReleaseActual One date for each For information Date field per N Y N Y Planned Localized only. In the future, LangRegionGroup Variation. will be used to specified above. trigger email notifications. EP-032 Default Installer INF, EXE/BATCH, FILE COPY Install Property: lookup table: INF, N (for major Y N Y Type (select from Defined in EXE/BATCH, FILE version) list). MajorVersion COPY as defaults, carried over to Release, can be modified at check-in. EP-033 Default Setup File Path to setup file relative Install Property: Used by build tools \setup.exe or N (for major Y N Y to top level folder of Defined in to find setup \DVGATE\config\setup. version) release. Text Field. MajorVersion executable. exe as defaults, carried over to Release, can be modified at check-in. EP-034 Default Command Arguments to be passed Install Property: Used by build tools /quiet/passive N (for major Y N Y Line Arguments to “Setup File”. Text Defined in when running setup /norestart -s version) Field. MajorVersion executable. as defaults, carried over to Release, can be modified at check-in. EP-035 Default OPK Yes/No: Set for each Install Property: Used by build tools. flag (0 or 1) Y (for major Y N Y Engineering Organization Defined in version) Major Version as defaults, carried over to Release, can be modified at check-in. EP-036 Default Base Plus Yes/No: Set for each Install Property: Used by build tools. flag (0 or 1) Y (for major Y N Y Engineering Organization Defined in version) MajorVersion as defaults, carried over to Release, can be modified at check-in. EP-037 Default Recoverable Yes/No: Set for each Install Property: Used by tools. flag (0 or 1) Y (for major Y N Y Engineering Organization Defined in version) MajorVersion as defaults, carried over to Release, can be modified at check-in. EP-038 Default Interactive Yes/No: user interaction Install Property: Used by build tools. flag (0 or 1) Y (for major Y N Y required? Defined in version) MajorVersion as defaults, carried over to Release, can be modified at check-in. EP-039 Vendor Vendor of the software. This is simply Relation to Vendor Y N Y Y an additional Index attribute. It should not be concatenated with part name. There should be a separate table with basic Vendor information. Vendor name may also be included in part name if it makes sense.

10.4.4.1 Engineering Part Types

Type Sub-Type Description Special Requirements Image Image file(s) Foundation P1 WinPE image used for HDD Recovery Partition. Monolithic Image OS Setup OPK unattend setting, i386 folder. May include some OPK specific attributes. Installable Application Installed on customer partition. Application Application as delivered from vendor. May be repackaged. Driver Online Documents PDF Files and other documents installed on systems. OS Add-on QFE's, Patches Module Packaged application: non-interactive installation, secured, Can be X-module, module, ready for factory delivery. Usually includes an application or EPC. and some internal tools. Internal Tools Tools, DLL layer, P1 tools/files. BIOS/Firmware Firmware updates not recoverable by customer. Media Set Recovery Customer recovery media. Factory Media set for factory deployment. Other Catch all for other types of files. Can be anything, For Example “manual settings requests.”

-   -   Part types will have different system workflows.     -   Some types or sub-types may require additional attributes to be         captured in the system.     -   Functionality for sub-types within a part type is mostly the         same.

10.4.4.2 LangRegion Table

The following table lists the LangRegions to be used initially.

Language LangRegion Description en en_US English for USA. en_GB English for UK and other EU. en_int English for Asia Pacific. de de_DE German for Germany, Austria, Switzerland. fr fr_FR French for France, Belgium, Switzerland. fr_CA French for Canada. ja ja_JP Japanese for Japan. ko ko_KR Korean for Korea. es es_ES Spanish for Spain. es_lat Spanish for Latin America. it it_IT Italian for Italy, Switzerland. nl nl_NL Dutch for the Netherlands, Belgium. zh cns_CN Simplified Chinese for China. zh cnt_TW Traditional Chinese for Taiwan. pt pt_PT Portuguese for Portugal. el el_GR Greek for Greece. ru ru_RU Russian for Russia.

REFERENCES

-   Language code (ISO-639) -   http://ftp.ics.uci.edu/pub/ietf/http/related/iso639.txt -   Region code (ISO-3166) -   http://www.iso.org/iso/en/prods-services/iso3166ma/02iso-3166-code-lists/list-enl.html

10.4.5 Software Releases

For the attributes listed as “required” in search columns, only one of the required fields must be specified by the user. Some attributes are duplicated between Engineering Part and Release: The attributes set for engineering part should be used as defaults when creating a new release. User can override values set for engineering part at the release level. This function is intended to reduce repetitive data entry due release check-in.

ID Attribute Name Description Comments Intended Usage Examples Required Modifiable Basic Search Ext. Search REL-001 Release ID Integer identifier (possibly SITID(VOA)/ESP # Y N Y Y with part type prefix). (VOE)/Software ID (ITC) (auto) (req) (req) System generated. REL-002 Detailed Version Full release version Can include the Major 4.0.4.00.25691 Y Y Y Y identifier. Text field. Version value. This is the (req) (req) same as BOM VAIO's “Developer Software Release Version” For Example: Major Version = 1.4, Detailed Version = 1.4.2 or 1.4.02.06070. REL-003 Release Name Concatenation of “Part For Example: Sonic Stage Reporting. Generated: Adobe Y N Y Y Name” + “Detailed 1.4.02.06070 Premiere Standard (auto) (req) (req) Version.” Not user 4.0.4.00.25691 editable. REL-004 Target List of LangRegions to be Relation. Relation to one or N Y N Y LangRegions supported by this release. more LangRegions. (req) (en_US, en_GB, en_int, de_DE, fr_FR, fr_CA,, ja_JP, ko_KR, es_ES, es_lat, it_IT, nl_NL, cns_CN, cnt_TW, pt_PT, el_GR, ru_RU) REL-005 Release Notes A log of notes. Each notes User can add a note to a For Information Y Y N N can belong to one of the release. User specifies Only. Reporting. categories listed below. category of the note at data entry time and categories can be used to filter display. REL-006 Status ES/Test, FF, FF (Feature Freeze)/CF Sanity checks Lookup table: Y Y Y Y Pilot, CF, RC, GM (Code Freeze) = WHQL during BOM ES/Test, FF, (req) (req) candidate. snapshotting. Pilot, CF, RC, GM. Reporting. REL-007 Submitted By User who checked-in the Released By (VOE), Relation to user Y N Y Y release. Contact to Developer (ITC) index. (req) (req) REL-008 Next Release Text field which specifies For Information 4.0.4.00.25693A to N Y N N next expected release Only. Reporting. be released in late version and date. August 2007. REL-009 Virus Check Dropdown For Information TBD N Y N Y Only. Reporting. (req) REL-010 WHQL status No submission/under Sanity checks Lookup table: no N Y N Y submission/passed/not during BOM submission/under (req) applicable. snapshotting. submission/passed/ Reporting. not applicable. REL-011 PlmStatus Dropdown N Y N Y (req) REL-012 Is Default Yes/No Snapshotting of flag (0 or 1) N Y N Y Release BOMs. (req) REL-013 Is Latest Release Yes/No Snapshotting of flag (0 or 1) N Y N Y BOMs. (req) REL-014 Version Path Registry or file path (text). May be changed as part of Used by current HKEY_LOCAL_MACHINE\ Y Y N N a project globalization of VOA installation SOFTWARE\ installation tools. tools to verify Microsoft\Updates\ installation of a Windows module. XP\SP3\KB901214\ Description\ REL-015 Version ID Version of file or reg key May be changed as part of Used by current Security Update for Y Y N N value(text). a project globalization of VOA installation Windows XP installation tools. tools to verify (KB901214) installation of a module. REL-016 Version check Text field. Describes For Information [How to identify N Y N N before required installer version Only. Reporting. this version] installation. for the given release. Before Installation Check Version.txt in installer REL-017 Version check Text field. Describes For Information [How to identify N Y N N after installation. another method to Only. Reporting. this version]After validation installation. Installation Check: Version.txt under C:\Program Files\Sony\SonicStage Mastering Studio including 2.0.00.18220 REL-018 Change Log System generated history: System generated who changed release when. history: who changed release when. REL-019 Installed Folder Text field describing path Some build tools \\us-sd-itd-san- Y N N N Path to installed files. may use this field. 1\swlibrary\isvrelease\ 0518002.SNC\ REL-021 Installer Type INF, EXE/BATCH, FILE Install Property: Defined lookup table: INF, Y N Y Y (select from list) COPY in MajorVersion as EXE/BATCH, FILE (req) (req) defaults, carried over to COPY Release, can be modified at check-in. REL-022 Setup File Path to setup file relative to Install Property: Defined Used by build Setup.exe Y Y N N top level folder of release. in MajorVersion as tools to find setup (if Text Field. defaults, carried over to executable. files Release, can be modified at not check-in. uploaded) REL-023 Command Line Arguments to be passed to Install Property: Defined Used by build /quiet/passive N Y N N Arguments “Setup File”. Text Field. in MajorVersion as tools when /norestart -s defaults, carried over to running setup Release, can be modified at executable. check-in. REL-024 OPK Yes/No: Set for each Install Property: Defined Used by build flag (0 or 1) N Y N Y Engineering Organization in MajorVersion as tools. (req) defaults, carried over to Release, can be modified at check-in. REL-025 Base Plus Yes/No: Set for each Install Property: Defined Used by build flag (0 or 1) N Y N Y Engineering Organization. in MajorVersion as tools. (req) defaults, carried over to Release, can be modified at check-in. REL-026 Recoverable Yes/No: Set for each Install Property: Defined Used by tools. flag (0 or 1) N Y Y Y Engineering Organization. in MajorVersion as (req) (req) defaults, carried over to Release, can be modified at check-in. REL-027 Interactive Yes/No: user interaction Install Property: Defined Used by build flag (0 or 1) N Y N Y required? in MajorVersion as tools. (req) defaults, carried over to Release, can be modified at check-in. REL-028 Repackaged Yes/No: Means release has Install Property For Information flag (0 or 1) N Y N Y been modified from ISV Only. Reporting. (req) original release. REL-029 Snapshot ID Identifier of the BOM Relation. For Information Relation to N N N N snapshot which was used Only. Reporting. Snapshot Index for this release (componsite parts only). Dropped. System will use N Y N Y active/inactive status (req) instead.

10.4.5.1 Release Notice Categories

Category Description By Champion By Builder Other Notes Description Technical Description New Features Notification E.g. “Same as 2005.2Q” Installation Steps Step by step description of a manual install. Uninstall Steps Step by step description of a manual uninstall process.C26

10.4.6 Groups

ID Attribute Name Description Comments Intended Usage Examples Required Modifiable Basic Search Ext. Search GRP-001 Group Name Windows XP HE Y Y Y OS Parts GRP-002 Group ID Index ID Generated Index Y N Y GRP-003 Comments Text field: This Y Y Y group is for all (keyword Windows XP HE search) images built between 2002 and 2006. GRP-004 Parts List Group Members Can be group, part name, Relation to a list of N Y Y (req) major version, release. indexes. GRP-005 Active Yes/No flag (0 or 1) Y Y Y (req) Dropped. Too Complicated. Dropped. Too Complicated. Dropped. Too Complicated. GRP-009 Target Engineering Organization One or more eng org, all eng org. This will be part of a Lookup Table(s) N Y Y “Define Target Criteria” function used throughout the system. GRP-010 Target Series List of one or more IRX-3370, ATX- N Y Y series for which this 7100 group can only be used. GRP-011 Target OS Select a single OS or This will be part of a For filtering, Lookup Table N Y Y “All”. Default to all. “Define Target Criteria” reporting. Possibly function used throughout used for sanity the system. checks. GRP-012 Target LangRegions One or more LangRegions. Used to select the Lookup Table N Y Y correct release for BOM snapshots. GRP-013 Usage Intended usage for the group. For filtering and Text field: This N Y Y organizing groups. group is for all Windows XP HE images built between 2002 and 2006, but only on Tuesdays.

10.4.7 Snapshots (BOMs)

Intended Basic Ext. ID Attribute Name Description Comments Usage Examples Required Modifiable Search Search SNP-001 BOM ID Index field auto- Index field auto- Y N N Y generated. generated. SNP-002 Description Name & Revision (Series/FI/RDVD/ Horizon 3-HE Y Y N Y (IE: Horizon 3-HE Monolithic/Module/ Build01 Build01) Factory Media) SNP-003 Time and Date Auto-Generated Auto-Generated: Stamp Aug. 21, 2006 PST SNP-004 Parent Part ID ID of Series, Image, Relation Relation to Index Y N Y Y module, etc. of Parent part or Group. SNP-005 Child Part All part releases on Relation Relation to a lisst Y N Y (return Y Release Ids the BOM. of Release list of Indexes. snaps with mathcing child) SNP-006 CTO Type Required/ Relation Lookup Table Y Y N Y Optional/HW Required/ Dependent Optional/HW Dependent

10.4.8 Defect Attributes

Intended Exam- Basic Ext. ID Attribute Name Description Comments Usage ples Required Modifiable Search Search DEF-001 Defect ID Auto generated Y N Y Y sequence. DEF-002 Defect Status Open/Closed Defects can only be closed Y Y Y Y if “Defect Resolution is Fix-verified, Will Not Fix, Deferred, Duplicate, or Withdrawn.” DEF-004 Defect Resolution Fixed, Fix-verified, Dropdown. Should be a Y Y Y Y Will Not Fix, configurable item. Deferred, Duplicate, Withdrawn. DEF-005 Responsible Can be one or more N Y Y Y persons. users or a team. DEF-006 Priority Must Fix, Should Dropdown. N Y Y Y Fix, Optional Fix, None DEF-007 Summary (Defect Text field. Y Y Y Y Title) DEF-008 Description Text area. Y Y Y Y DEF-009 Frequency Once, Always, Dropdown. N Y N Y Sometimes DEF-010 Frequency Statistics X out of Y This can be entered if For use in N Y N N “Frequency” is statistical “Sometimes.” User can analysis. enter multiple “X of Y” sets for each defect. DEF-011 Notes Text area N Y N Y DEF-012 Related Test Cases Association with This cannot be a required N Y N Y one or more test attribute because defects cases. can be logged without associated test cases. DEF-013 Steps to reproduce. Can be copied from Text area. Y Y N Y related test cases (attribute TST-010) and edited. DEF-014 Expected Results Can be copied from Text area. Y Y N Y related test cases (attribute TST-011) and edited. DEF-015 Workaround Text area. N Y N Y DEF-016 Severity Values: Dropdown. Should be a N Y Y Y 0 - None configurable item - admin 1 screen not required. 2 3 DEF-017 Exposure Values: Dropdown. Should be a N Y Y Y 1-LI (Legal configurable item - admin Implications) screen not required. 2-HVCG (High Volume Call Generator) 3-LNFU (Likely to Notice with Frequent Use) 4-LIDB (Likely to Ignore Defective Behavior) 5-VUS (Very Unlikely will See) DEF-018 Assigned to (parts) List of one or more Y Y Y Y engineering part/major versions, releases, HW parts, or user defined parts associated with the defect. Should be auto- populated if submitting from a failed test case. DEF-019 Defect Submitter Y N N Y DEF-020 Submit Date Y N N Y DEF-021 Close Date N Y N Y DEF-022 Attachments N Y N N DEF-023 Sustaining status N Y N Y DEF-024 Sustaining Priority N Y N Y DEF-025 Microsoft Defect ID N Y N Y DEF-026 Beta ID N Y N Y DEF-027 LangRegion One or more Y Y Y Y LangRegion's to which the defect applies. User can also select All “LangRegions.” DEF-028 Target Series The series for Y Y N Y which the defect was first discovered. DEF-029 Applicable Series List of all other This could be a system N Y N Y series for which a maintainable attribute defect was based on part information. discovered.

10.4.9 Test Case/Strategy Attributes

Intended Exam- Modi- Basic Ext. ID Attribute Name Description Comments Usage ples Required fiable Search Search TST-001 Test Case ID Auto-generated sequence. Y N Y Y TST-002 Test Case Basic, Ad-hoc, Use Case, Drop-down. Y N Y Y Type/Category Compatibility, FIV, For Benchmarks and Benchmarks, MDA, MDA categories: key, Screen Shot Capture, value, and expected Business Unit, value can be entered. Accessory, and Other. For Screen Shot Capture category a .jpg or .bmp image file can be attached. TST-003 Test Results Pass/Fail/Not Defaults to “Not Y Y Y Y Tested/Impeded stored by Tested.” series, release combo. TST-004 Part/Major Version One or more part/major N Y N Y versions to which the test case is constrained. TST-005 Series One or more series to N Y N Y which the Test Case is constrained. TST-006 Test Area Audio, Video, Still Dropdown. Should be Y Y N Y Picture, Productivity, Etc. a configurable item via admin screen. TST-007 Purpose Text area. Y Y N Y TST-008 Requirements Text area. N Y N N TST-009 Initial Conditions Text field/Dropdown. N Y N N TST-010 Steps Text area. Y Y N N TST-011 Expected Results Text area. Y Y N N TST-012 Notes Text area. N Y N Y TST-013 Status Active, Obsolete, Etc. Dropdown. Should be Y Y Y Y a configurable item via admin screen. TST-014 Level 1 - Always Run, Dropdown Y Y Y Y 2 - Sometimes Run, 3 - Random Sampling/Sanity Check TST-015 Time to Execute User estimate of time Y Y N Y required to complete the test. Integer (in minutes). TST-016 Submitter Auto - user who creates Y N N Y test case. TST-017 Related Links One or more hyperlinks. N Y N N Can be a text field but system should interpret values as hyperlinks. TST-018 Last Updated Auto Y Y N Y TST-019 Excluded Series One or more series which N Y N Y are excluded from this test case. TST-020 Submit Date Date user created test Y N N Y case.

11 Production Rollout Plan 11.4 Deployment Locations

Now referencing FIG. 23, a non-limiting production rollout plan is shown. As a global system, More than six places are involved in ePic network:

-   -   Tokyo     -   Vagana     -   Shanghai     -   Czech     -   Brussels     -   San Diego     -   Other three factories in China         Engineers and factories are in these places:     -   Engineer: San Diego, Brussels, Shanghai, Tokyo     -   Factory: San Diego, Czech, Nagano, Other three factories in Chin         -   Network deployment diagram

11.5 Phased Rollout

EPic will be rolled out in two phases.

11.5.1 Phase 1 Release

Phase 1 Requirements will include the following ePic functionality:

-   -   Parts Registration     -   Image and Module BOM Creation     -   Build System Interface     -   Series Software BOM Creation     -   DB Hero interface     -   File Store         This release includes full support for image and module building         and series software BOM creation. This is essentially the ePic         “kernel,”

11.5.2 Phase 2 Release

Phase 2 Requirements will include the following ePic functionality:

-   -   Test Management     -   Defect Tracking     -   Release to Manufacturing     -   Installation and Recovery Tool Support     -   VALSUN Interface     -   Mini-ePic         This release adds factory deployment, quality assurance, and         customer recovery functionality to the ePic system.

11.5.3 Sony Software Development Activities

VOA tools will be adapted to become the global recovery and installation tools. The release date for these new tools will be timed to coincide with the phase 2 release. Build system modifications must be completed by VOA, VOE, and SDNA in order to build images and modules with ePic. Plans for implementing and testing changes to build systems must be made the following milestones in mind:

-   -   All required ePic system functionality will be implemented in         the phase 1 release.     -   A warranty period will be in effect for a TBD period from date         of the phase 2 release. After this, changes will be more costly.

12 Changes to Legacy Systems 12.1 Summary 12.1.1 VBD

Current Tools and Systems

-   -   BOM VAIO—SDNA build system,     -   VELSUN/VALSUN—Defect tracking systems.

Changes to Tools & Systems

-   -   BOM VAIO will be replaced with VOA's ABU/Magellan,     -   VELSUN/VALSUN—transfer of defects from ePic to VELSUN/VALSUN         must be established.

12.1.2 VOE

Current Tools and Systems

-   -   EIS—VOE Project and Software Management System.     -   Tracker—Image Building and Tracking System.

Changes to Tools & Systems

-   -   ePic will not support VOE build system since images will no         longer be developed at VOE.

12.1.3 VOA

-   -   SW Plan—excel file defining the software BOM.     -   VSMS—the “VA 10 Software Management System.”     -   ABU/Magellan—automated image building tools.     -   Oasis—MCode tool used to support testing.     -   MINDS—automated installation system used by testers.     -   Pacific—tools used to install software in the factory.     -   Recovery Tools—use a localized version of the SDNA GREEN engine.         -   Changes to Tools & Systems             -   The SW Plan excel file will no longer be used. The data                 contained therein will be maintained in DB Hero.             -   VSMS, Oasis, and MINDS will be replaced with ePic.             -   ABU/Magellan will be made to interface with the ePic.             -   VOA installation and recovery tools will be modified to                 become the global toolset.             -   OASIS must be modified to create a floppy based on a                 single direct HTTP request.

12.2 Build System Changes

Three regional build tool implementations must be modified to work with ePic. Objects created by each regional build system may change to comply with the global modular and recovery specifications, which are to be defined as part of this project. This section lists current build system artifacts from each region's build system and mappings to ePic fields. The ePic fields listed below are detailed in Section 10.4 of this document. Note that in some cases the format and meaning of the attribute may have changed from the current state. For example, Software Release ID (formerly ESP #, SITID, etc.) will now be an integer with a prefix denoting part type (this will necessitate changes to all three build systems). Architectural note:

-   -   Build process should not be interrupted by WAN outages.     -   Caching build data can shield you from WAN outage:         -   Option 1: Build tools interface directly with ePic; caching             mechanism can be built into build tools.         -   Option 2: Existing SW system; (MS BOM VAIO, VSMS) can be             used to cache ePic data (possibly lessening impact to build             tools).             [VOA has chosen to build a caching mechanism into its build             system.]

12.2.1 VOA-E Build Tools 12.2.1.1 Build Tools Overview

Build Tools create the following objects:

-   -   Foundation Image     -   Base Plus Image     -   Monolithic Image     -   P1 Recovery Image     -   Module, X-Module, EPC     -   Factory Deployment Media (RDVD, PIDVD, BDVD)     -   PAC Files     -   P1 Recovery Image     -   PE Module     -   Data file         Database information required includes: Project Info, BOM Info,         Component Info (location on server etc).         Files required by Build tools include: OS files, Component         Installers (drivers, apps) Output files created by Magellan for         use by Automated Build Utility (ABU), Chrysalis recovery tools         and others are discussed in the next sections.         12.2.1.2 Files required by Automated Build Utility (ABU) to         Create Foundation and Base-Plus Images.         Script.INI: Contains all items on Image BOM with BasePlus set to         FALSE.         BScript.INI: Contains all items on Image BOM with BasePlus set         to TRUE and IntegrationMethod is not OPK.         OPKScript.INI: Contains all items on Image BOM with BasePlus set         to TRUE and IntegrationMethod is OPK.

VSMS Fields Corresponding ePic fields used to create above 3 files. (refer ePic-Attribs_20050808.xls). Project name: used for querying EP-001 and to create folder on network to store these files. Build name: used for querying REL-003 and to create folder on network to store these files. BasePlus: check OPK integration REL-025 method only for Base Plus. IntegrationMethod: used by tools & EP-005, EP-006, REL-021 check for OPK items. Silent: Don't use IntegrationMethod EP-038, REL-027 if not Silent. BiosLockNo: uniquely identifies EP-012 image. ReleaseName REL-003 Sitid REL-001 NetPath REL-020 or Mini ePic part Switches REL-023 InstallInstructions REL-Installation steps BuildInfo REL-By Builder VersionPath REL-014 VersionID REL-015

12.2.1.3 Files Required to Automate Module Creation.

MScript.INI: Contains all items on Module BOM. VSMS Fields used: Same as above.

12.2.14 Files Required by Chrysalis Recovery Tools. SonyPac.cmd

Is a batch file that creates the structure of one or more PAC files by copying the software releases (that make up the PAC file) from the network to a folder on the local machine. Each folder corresponds to a PAC file. The builder then runs the Pack tool to create a PAC file from the contents of each folder. It is required to create more than one PAC file as one PAC file may not fit on one disc. It contains all items on Image BOM with IsSingleApplicationRecovery is TRUE.

VSMS Fields used: Corresponding ePic fields. ProjectName: used for querying, not EP-001 contained in the file. Build: used for querying, not contained REL-003 in the file. SITID: to create folder on local machine. REL-001 IsSingleApplicationRecovery: used for REL-026 querying, not contained in the file. SITInstallProgram: Location on file server. REL-020/Mini ePic Pac_File: this value is set in VSMS prior to Obsolete in ePic. Move the creating this file by calculating (according Pac file assignment to size) which PAC file this software functionality to Magellan goes on. (dynamically assign instead of storing in database). Appinfo.ini: Contains all applications and drivers that go on the Foundation Image and are available for recovery through Chrysalis (Single Application Recovery).

VSMS Fields used: Corresponding ePic fields. Project name: used to create folder on EP-001 network to store these files. Build name: used to create folder on network REL-003 to store these files. ARCDFolder: used to distinguish Drivers EP-005, 006 from Applications. ARCDTitle: used as display title for EP-010 Applications. IntegrationMethod: should be OPK-Driver EP-006 for drivers. Used for querying. ReleaseName: used as display title for REL-003 Drivers. ARCDSpec: text description (hover text). EP-011 SITInstallProgram: installer file. REL-020, 022/Mini ePic SITID: used for unpacking. REL-001 IsSingleApplicationRecovery: determine REL-026 if compressed. Pac_File: used to determine correct Obsolete; generated by PAC file. external tool dynamically. InstallOrder: used to install in a given EP-009 sequence. Prompts: 12.2.1.5 Files required for BDVD AllModules.TXT: Contains all modules and EPCs on a base unit.

Corresponding VSMS Fields used: ePic fields. ProjectName: used for querying, not EP-001 contained in the file. ReleaseName REL-003 Installer REL-020, 21, 22 12.2.1.6 Files required for Media Creation perm modulues.cmd: Contains all permanent modules and EPCs for base unit (IsPermanent is TRUE). temp modules.cmd: Contains all temporary modules and EPCs for base unit (IsPermanent is FALSE).

Corresponding VSMS Fields used: ePic fields. ProjectName: used for querying, not EP-001 contained in the file. isPermanent EP-025(reverse logic) ReleaseName REL-003 Installer REL-020, 21, 22 Sitid REL-001

12.2.1.7 Files Required by Minds/Pacific MINDS.CSV

VSMS Fields used: Corresponding ePic fields. Pcode Series attributes TBD BLID EP-012 Phase REL-003 Setup REL-022 VersionID REL-015 Swmcode TBD Version REL-002 SITID REL-001 Release Name REL-003 BaseUnit Series attributes TBD Type EP-005, 006

12.2.1.8 Files Required by Japan

BaseUnitInfo.INI: Contains all base units for a project.

VSMS Fields used: Corresponding ePic fields. BaseUnit Series attributes TBD BaseUnitID SalesType ModelNo_JP OS Product Mcode C-Partition Size P1 Partition Size

12.2.1.9 Other Functionality

Build tools also check in software releases and images and thus need to be able to have a method of writing release data to the database.

13 APPENDIX 13.4 Terminology

Business CTO General Configure To Order Produce (configure) a product after taking the related order. BTO General Build To Order Retail sales, General Selling product through normal shop channel. Direct sales, Online sales General Selling product through internet (Web). B2B General Business To Business Selling product to corporate customer directly from Sony. B2C General Business To Consumer SMB General Small Business Small company like 50 employees. Enterprise General Enterprise Big company. SOHO General Small Office Home Very small company like 0 to 3 employees. Office Use home as office. Product Design BOM General Bill Of Material List of parts (materials) to produce a product. activity SW BOM General Software Bill Of Material ES Engineering Sample FF Feature Freeze Pilot Build Pilot Build Test Build RC General Release Candidate GM General Golden Master Final and approved master software file. RTM Release to Manufacturing DVT Sony Design Validation T Hardware prototype for design validation. PVT Sony Production Validation T Hardware prototype for production validation, almost final product. MP Mass Production Real product production, not sample, not prototype. Ex factory First shipping out of the mass production product. SKU General Stock Keeping Unit Build Combine many software pieces to make single big image file to be copied onto Hard Disk Drive of target PC. Image build, build image Combine many software pieces to make single big image file to be copied onto Hard Disk Drive of target PC. Integration Combine many software pieces to make single big image file to be copied onto Hard Disk Drive of target PC. Software Integration Combine many software pieces to make single big image file to be copied onto Hard Disk Drive of target PC. Preinstall Install application onto a product so that customer doesn't have to install the software himself. Recovery Microsoft When a customer wants to go back to factory state, “Recovery” to be done. Hard Disk Recovery Microsoft External Recovery Media Microsoft Recovery CD, Microsoft Recovery DVD BIOS Lock ID, BLID Sony M-Code Sony BIOS PC DMI PC Registry Microsoft OPK Microsoft OEM Pre-installation Kit OOBE Microsoft Out Of Box Experience Windows Setup screens at very first power-on. Serial number General Service Tag PC OSR ITC OS Recovery or System Recover the image file. Recovery APR ITC Application Recovery Recover (install) application(s). SAR (ITE) ITE Smart Application Same meaning as “APR” in SDNA. Recovery VSRU ITC VAIO System Recovery Utility name. Recover the image file, using Utility Green Engine. VARU ITC VAIO Application Utility name Recovery Utility Wise General www.wise.com Software name to make a package. Install Shield General www.installshield.com Software name to make an installer. F.I. VOA Foundation Image MINDS VOA Module Installation . . . VSMS VOA VAIO Software Management System ABU VOA Automatic Build Utility EIS ITE Engineering Information System Tracker ITE BomVAIO ITC BugVAIO ITC Valsan ITC IRT server ITC Librarian VOA Image planning. Build Architect ITE Image planning. Builder ITC Image planning. PM Project Manager Multi Language SKU ITE DB Hero Series VBD A product platform. For example, “Horizon.” terminology Class VBD A concept representing a set of customer choices. For example “Hard Drive” (choices might be “100 GB”, “200 GB”, or “250 GB”). Spec VBD Represents a single customer choice. Config Range VBD The set of classes that constitute the full (global) range of customer choices for a given series. Can be used by a sales system to provide CTO offerings to customers. Component VBD Phantom BOM item. Derived from Config range during DB Hero block definition process. Component Structure VBD List of components for a given structure with parts as children. This is considered the “manufacturing BOM.” Factory PCN Production Change Change form used to disclose any non-BOM terminology Notice related changes to the factory. ECN Engineering Change Change form used to disclose BOM changes to Notice the factory. EPC VOE/VOA Engineering Process Running change to software. Consists of Change change notification and a corresponding software module. Factory Process Generic term used to refer to all activities performed in the factory in order to produce units. ERP Enterprise resource Generic term for inventory, planning, and order planner management systems used in support of manufacturing or order fulfillment. Oracle, SAP, JD Edwards, etc. Configuration BOM VOA The bill of materials for a specific PC configuration. Platform BOM VOA A bill of materials which encapsulates CTO customer choices (like the DB Hero Config range). Phantom BOM VOA A bill of materials representing the manufacturing BOM for a series (like DB Hero component structure). Phantom BOM items can be included as customer choices on the platform BOM. SMAP Simple Manufacturing Unit testing framework used to drive the Advanced Process automated factory process in Sony VAIO factories. Imaging in the factory occurs as a SMAP process step. Sony Terminology: VBD or ITC VAIO Business Tokyo Group Formerly Department Division called ITC. name VOA or ITD VAIO of America America Group, San Formerly Diego called ITD or ITA. VOE or ITE VAIO of Europe Europe Group, Formerly Brussels called ITE. STC Sony Shanghai Tec Center SNT Sony Nagano Factory 200 km from Tokyo IT-M Sony San Diego Manufacturing division SVL Taiwan Exteranl Labo ODM China Manufacturing Sony Digital Network SDNA Applications Inc., Tokyo Group Formerly a part of ITC. Others SEN Sony Enterprise Sony Corporate Network Network (intranet). Firewalled.

13.5 Current Process Flows 13.5.1 VOA & IT-M 13.5.1.1 Planning

Below is sequence of how VOA SW planning occurs currently:

-   -   Explore new ISV business opportunities [VOA-Product Planning &         VOA-PM] [Ongoing, but not necessary need to be tracked in DB].     -   Create 1st draft of SW Planning Strategy in ppt by VOA-E PM         (N-17).         -   a SW Strategy consists of             -   No platform or project information yet.             -   80% of Sony software titles leveraged from previous                 cycle (including utilities & Sony software, but no                 drivers).             -   Sony Utilities are not updated at this point (No                 visibility until engineering meeting).             -   Some Sony Software is updated at this point (Info is                 through grapevine, and not firm until engineering                 meeting).             -   SW Planning strategy or planning BOMs do not reflect                 drivers.             -   20% of ISV software (mostly leverage from previous                 cycle).             -   Any ISV addition here are 75% firm.         -   Software is also added or remove from SW CTO configuration             strategies chart.             -   Grouping of multiple modules to define an offering                 strategy starts here. Also defines offering rules.         -   Project code names at this point only, no detailed base             units names or configuration on PPT.     -   Review 1st draft of SW Planning Strategy in ppt with VOA PP &         ITPD (N-16).         -   a Gather questions & consensus prior to Engineering meeting.             -   Make necessary SW plan or offering strategy adjustment                 up to engineering meeting.         -   Usually not much change here, mostly just to keep ITPD in             sync with upcoming strategy.         -   95% of ISV software are fixed.     -   Present 2nd draft of SW Planning Strategy in ppt @ Engineering         meeting in Japan (N-15).         -   2rd draft includes & updates from PP & ITPD meeting from             above.         -   Below is what occurs during engineering meeting:             -   Gather updates & add new Sony Utilities (Utilities                 strategy are fixed & owned by ITC per platform).             -   Gather updates & add new Sony Software (Sony SW                 strategies are mostly fixed and owned by ETC per                 platform. Occasionally, each region are given a choice                 on certain software pending lead time or if conflicts                 with local ISV SW strategy.             -   Versions of the above are gathered and updated to SW                 Strategy ppt (Build revisions are not reflected in SW                 Strategies or SW planning BOM since they are fixed                 during integration stage, only reflected in VSMS),             -   ISV Software are presented to ITC (purely to inform them                 of local strategies).     -   Create 3rd draft of SW Planning Strategy (still in ppt format)         (N-14).         -   3rd draft of the ppt includes updates from engineering             meeting.             -   Platform is reflected only if certain software are                 assigned to specific SKUs.         -   Review 3rd draft with ITPD and VOA-PP to share information             from engineering meeting.     -   Review with internal groups (SIT & PQD) by N-13.         -   SW Planning strategy ppt should be fixed.         -   SIT starts to prepare BOM layout in VSMS with SKU & HW             config charts.     -   From N-13 to RTM.         -   VOA-PM turns the ppt into SW Planning BOM (in xls format) &             adds platform & base units.             -   SW Plan reflects how SW are associated in VSMS each base                 units,             -   Either as modules or in foundation image.             -   if in modules, it also reflects if it should be Require                 “R”, Default “D”, or Optional “O” per base unit.             -   Changes throughout the cycle occurs first in xls &                 announced to SIT & PQD (VOA-PP & ITPD as well) every                 Thursday.             -   SW Plan is also used during BOM Freeze (Milestone) to                 verify that modules assigned in VSMS are all accounted                 for in both plan & BOM (per base units with each                 particular projects's BOM Freeze).             -   SW Plan will also be used by ITM royalty reporting group                 after project RTMs.             -   SW Plan is not used by marketing spec sheet generation,                 instead a VSMS base unit BOM is used (base unit BOM                 includes every software, including drivers).     -   Future Objectives         -   Elimination of SW planning BOM.             -   Go straight from Strategy ppt to VSMS.             -   Updates should occur in VSMS and populated to projects.         -   Royalty information be assigned according to base             units/platform or SW module (Not necessary at planning             stage, but need it by RTM).

13.5.1.2 Software Integration

FIG. 23A shows a non-limiting software integration process:

13.5.1.3 Factory Deployment Process

In reference to FIG. 24, the process flow captures a process for deploying CTO software in the factory. Many of the activities depicted in FIG. 24 are manual, with some small helper applications in use to speed up the work. Some of these activities are executed in parallel with the software integration process.

13.5.2 VOE 13.5.2.1 Software Integration

-   -   Engineers enter ESP numbers from software plan into EIS via UI.     -   EIS provides a build script via UI.     -   Builder supplies script to build system.     -   Build system builds item.     -   Tracker provides BIOS lock number, image number, and other data         to build system.

13.5.3 VBD 13.5.3.1 Software Integration (SDNA)

-   -   BOM VAIO is standalone database system.     -   Build tools retrieve build data via database link to BOM VAIO.

13.6.5 RPT-5: BOM Report 13.6.6 RPT-6: Module Release Report MOD-Premiere_Pro Build07 BOM Info:

Software Title Index ID Version Defect Owner Recoverable Adobe, Multimedia, Premiere 0411303.ADB 1.0.00.0404220 Smith 1 No Delete DVDBurn Adobe, Multimedia, Premiere 0419801.ADB 1.5.0.0 Smith 2 Yes Pro Sony ITC, Multimedia, VAIO 0504604.SNC 5.0.01.14040 Smith 2 Yes Edit Components Adobe, Marketing Material, 0407101.ADB 1.1.00.0403110 Smith 1 Yes Premiere Pro SerNum and Readme Sony ITD, Build Image Tool, 0504903.SND 5.0.1 Smith 3 No MCODE Reader Sony ITD, Tools, MN.DLL 0306502.SND 1.2.1 Smith 3 No 142

Release Information

BOM Version: 7.0.0.0 Date Submitted: 2/8/05 4:23:54 PM Purpose: Integration Location: Source Size (Bytes): 307704991 Server Version Verification ID: Type: Module 0503904.SND Version Verification Path: HKEY_LOCAL_MACHINE\Software\Sony Corporation\Modules\MOD-Premiere_Pro\Version

Integration Information

Install Command Line: \\us-sd-itd-san-1\swlibrary\lsvrelease\0503904.SND\VIDP070503904.exe-*56GnArS40

Application Recovery Text:

Single Application Requires User Interaction? WHQL Certified? Recovery?

Notes Build Info: [Smith 4-2/20/05 10:23:00 AM] Summer05-New Version of VEC and New Mread.exe. Install Instructions: [Smith 4-2/20/05 10:23:00 AM] Uninstall Instructions: [Smith4-2/20/05 10:23:00 AM]

Use Add/Remove programs.

Release Notes: [Smith 4-2/20/05 10:23:00 AM]

New Version of VEC and fixed mread issue.

By Champion: By Builder: Other Notes: Series BOM Associations

Registered Registry Series Name Status By Date Hogwarts4-MC Shipping Smith 4 2005/02/20 Hogwarts4_Chrysalis3_Test In progress Smith 5 2005/06/07 Horizon2-HE Shipping Smith 4 2005/02/20 Horizon2-MC Shipping Smith 5 2005/04/19 Horizon2-PR Shipping Smith 4 2005/02/20 Horizon3_GD-HE Shipping Smith 5 2005/06/09 Horizon3_GD-MC Shipping Smith 5 2005/06/09 Horizon3_GD-PR Shipping Smith 5 2005/06/09 Jennys_module_test_project In progress Smith 4 2005/02/20 LeonS2-HE Shipping Smith 4 2005/02/20 LeonS2-PR Shipping Smith 4 2005/02/20 LeonS2_Multi-recovery_test Shipping Smith 5 2005/02/24 LeonV-HE Shipping Smith 5 2005/06/29 LeonV-PR Shipping Smith 5 2005/06/29 Messenger-HE In progress Smith 5 2005/10/14 Messenger-PR In progress Smith 5 2005/10/14 Sherry_WWAN-PR In progress Smith 4 2005/10/05 Spirit2-HE Shipping Smith 4 2005/02/20 Spirit2-PR Shipping Smith 4 2005/02/20 Spirit3-HE Shipping Smith 5 2005/06/15 Spirit3-PR Shipping Smith 5 2005/06/15

Attachments 13.6.7 RPT-7: Group Report 13.6.8 RPT-8: Image BOM Report 13.6.9 RPT-9: BOM Freeze Report FI-Inazma-PR (Build03) Image BOM Report

VCC Descriptions Vendor Component Release Name Hover Text Adobe Productivity Adobe Reader <ENG>Document viewer: View, navigate, and print PDF and E- Book format documents. </ENG> <FRA>Visionneuse de document: La vue, dirigent, et impriment des documents de format de PDF et E-Book</FRA> <ESN>Espectador del documento: La visión, navega, e imprime documentos del formato del PDF y del E-Book.</ESN> Alps Driver-Mouse Touchpad Touchpad Driver Google Communication Google Toolbar <ENG>Maximizes your web searching experience.</ENG><FRA>Facilite vos recherches sur internet.</FRA><ESN>Maximiza su tela que busca experiencia.</ESN> Intel Driver-System Intel Intel 915GM/PM/GMS 910GML Alviso Driver 915GM_PM_GMS_910GML Alviso Macromedia Multimedia Flash Player <ENG>Play back videos and audio generated in Flash.</ENG><FRA>Lecture de vidéos et de fichiers audio créés avec Flash</FRA><ESN>Juegue los videos traseros, audio generado en flash.</ESN> Sony ITC System Tool Battery Check Utility <ENG>Manage your notebook power settings.</ENG><FRA>Gérez les paramètres d'alimentation de votre ordinateur portable.</FRA><ESN>Maneje sus ajustes de energia del cuaderno.</ESN> Sony ITC Shared Library ImageStation Library <ENG>A program utility facilitating ImageStation access.</ENG><FRA>Un utilitaire facilitant l'accès á ImageStation.</FRA><ESN>Una utilidad del programa que

FI-Inazma-PR (Build03) Image BOM Report

VCC Descriptions Vendor Component Release Name Hover Text facilita el acceso de ImageStation.</ESN> Sony ITC System Tool Memory Stick Pro Formatter <ENG>A program utility for formatting a Memory Stick.</ENG><FRA>Un utilitaire permettant de formater un Memory Stick.</FRA><ESN>Una utilidad del programa para ajustar a formato un Memory Stick.</ESN> Sony ITC Multimedia OpenMG Setup <ENG>A program utility required by OpenMG.</ENG><FRA>Un utilitaire indispensable à OpenMG.</FRA><ESN>Una utilidad del programa requerida por OpenMG.</ESN> Sony ITC System Tool Setting Utility Series <ENG>A program for customizing your utility series settings.</ENG><FRA>Un programme pour personnaliser les paramètres de vos utlitaires.</FRA><ESN>Un programa para modificar sus ajustes para uso general de la serie para requisitos particulares.</ESN> Sony ITC Shared Library Sony Shared Library <ENG>A program utility required for Sony applications.</ENG><FRA>Un utilitaire pour les applications Sony.</FRA><ESN>Una utilidad del programa para los usos de Sony.</ESN> Sony ITC Shared Library Sony Video Shared Library <ENG>A program utility required for video editing applications.</ENG><FRA>Un utilitaire indispensable pour les applications d'édition vidéo.</FRA><ESN>Una utilidad del programa requerida para el video que corrige usos.</ESN> Sony ITC Shared Library SonyUtils <ENG>A program utility required for VAIO applications.</ENG><FRA>Un utilitaire indispensable pour les applications VAIO.</FRA><ESN>Una utilidad del programa requerida para los usos de VAIO.</ESN> Sony ITC Multimedia VAIO Entertainment Platform <ENG>A utility program that installs the VAIO Entertainment Platform.</ENG><FRA>Un utilitaire permettant d'installer la Plateforme VAIO Entertainment.</FRA><ESN>Un programa utilitario que instala la VAIO Entertainment Platform.</ESN> Sony ITC System Tool VAIO Event Service <ENG>A program utility to control specific applications in your VAIO computer.</ENG><FRA>Un utilitaire pour contróler les applications spécifiques de votre ordinateur de VAIO.</FRA><ESN>Usos especificos de un tocontrol para uso general del programa en su computadora de VAIO.</ESN> Sony ITC System Tool VAIO Power Management <ENG>Manage your notebook power settings.</ENG><FRA>Gérez les paramétres d'alimentation de votre ordinateur portable.</FRA><ESN>Maneje sus ajustes de energia del cuaderno.</ESN> Sony ITC System Tool VAIO Update <ENG>Get notifications of the latest driver and news related to your VAIO computer.</ENG><FRA>Recevez les notifications vous informant des pilotes les plus récents ainsi que les derniéres nouvelles concernant votre ordinateur de VAIO.</FRA><ESN>Consiga las notificaciones del conductor y de las noticias más últimos relacionados con su computadora de VAIO.</ESN> Sony ITD Documentation Latest Information <ENG>Latest Information.</ENG> <FRA>La Plus défunte Information</FRA> <ESN>La Información Más última</ESN> Sony ITD Documentation Recovery Guide <ENG>VAIO Recovery Guide.</ENG> <FRA>Guide De Réinstallation</FRA> <ESN>Guia De la Recuperación</ESN> Sony ITD Tools VAIO Drivers <ENG>VAIO Drivers installs the VAIO drivers to their original shipping condition.</ENG><FRA>VAIO Drivers installe les conducteurs de VAIO sur leur condition d'expédition originale.</FRA><ESN>VAIO Drivers instala los conductores de VAIO a su condición de envio original.</ESN> Sony ITD Documentation VAIO User Manual <ENG>VAIO User Guide is a program that opens user manuals on your VAIO computer.</ENG><FRA>VAIO Manuel

FI-Inazma-PR (Build03) Image BOM Report

VCC Descriptions Vendor Component Release Name Hover Text D'Utilisateur</FRA> <ESN>Guia de Usuario de VAIO </ESN> Sun Windows Java 2 Runtime Environment <ENG>Instails the Sun MicroSystems Java 2 Runtime Microsystems Environment.</ENG> <FRA>Installe l'environnement d'exécution de Java 2 de Sun MicroSystems.</FRA> <ESN>Instala el ambiente del tiempo de pasada de Java 2 de los Sun MicroSystems.</ESN> Veritas Productivity PxEngine <ENG>PxEngine is a shared dynamic link library for optical device burning.</ENG> <FRA>PxEngine est une bibliothèque de lien dynamique partagee pour la brulure de circuit optique.</FRA> <ESN>PxEngine es una biblioteca de acoplamiento dinámica compartida para quemarse del dispositivo óptico.</ESN>

FI-Inazma-PR (Build03) BOM Details Re- cov- Vendor Component Release Name Champion SITID Version IRT ID ery Reference Sony ITC Reference Boot Option Setting Smith 7 0429908.snc 041017 SP-008333-01 False Request Sony ITC Reference HQ Filter setting Smith 6 0504901.SNC 1.5.02180 SP-009406-00 False request Spirit 2 Sony ITC Reference Power Options Setting Smith 6 0517803.SNC 050627 SP-010128-00 False Requests Sony ITC Reference Volume Control Smith 6 0503821.SNC 050201 SP-009178-00 False Settings Sony ITD Reference FI Spec Smith 8 0509604.SND 3.0.4 False Sony ITD Reference HW Build Document Smith 9 0521508.SND Inazma-PR False Build v1.5 Sony ITD Reference SCR Specification Smith 10 0507409.SND 1.1.00.0503150 False Document English Operating System Microsoft Windows CDCR patch for Media Smith 5 0320501.mst 1.0.0.0 False Player Microsoft Windows KB307154 Smith 5 0428804.MST English SP-008374-00 False LowBatteryAlarm QFE Microsoft Windows KB835221 HD Audio Smith 5 0503804.MST 1.0-200408180 SP-008559-00 False QFE English Microsoft Windows KB870669 Critical Smith 5 0420516.mst multilingual False Desktop Update for MDAC Microsoft Windows KB873333 Security Smith 5 0504104.mst English 1.0- SP-009238-00 False Update MS05-012 200502090 Microsoft Windows KB873339-Security Smith 5 0515914.MST English 1.0- SP-009052-00 False Update MS04-043 200412150 Microsoft Windows KB883939- Smith 5 0517207.MST English 1.0- SP-010023.00 False Cumulative Security 200506200 Update for IE Microsoft Windows KB884018-Add and Smith 5 0422501.MST English False Remove programs copy error Microsoft Windows KB884575 Smith 5 0428801.MST English SP-008390.00 False BatteryPowerDrain QFE Microsoft Windows KB885250 Security Smith 5 0504101.MST English 1.0- SP-009229-00 False Update MS05-011 200502090 Microsoft Windows KB885835 Security Smith 5 0503813.MST KB885835 False Update MS04-044 English Microsoft Windows KB885836 Security Smith 5 0503807.mst KB8885836 SP-009043-00 False Update MS04-041 English Microsoft Windows KB886185 Security Smith 5 0503801.MST KB886185 SP-009089-00 False Update English Microsoft Windows KB886612 Memory Smith 5 0427201.mst english False Stick Icon Fix Microsoft Windows KB886903 Security Smith 5 0513204.mst KB886903 False Update MS05-004 Generic Microsoft Windows KB887472 Security Smith 5 0504516.mst English 1.0- SP-009312-00 False Update MS05-009 200502090 Microsoft Windows KB887742 Smith 5 0503810.MST KB887742 False WLanBlueScreenQFE English Microsoft Windows KB888113 Security Smith 5 0504507.mst English 1.0- SP-009318-00 False Update MS05-015 200502090 Microsoft Windows KB888239 MP10_MS Smith 5 0434401.MST English False OOBE splash screen KB888239 fix Microsoft Windows KB888302 Security Smith 5 0504510.MST English 1.0- SP-009330-00 False Update MS05-007 200502090 Microsoft Windows KB890046-Security Smith 5 0517201.MST English 1.0- SP-010076-00 False Update MS05-032 200506200 Microsoft Windows KB890859-Security Smith 5 0515908.MST English 1.0- SP-009693-00 False Update MS05.018 200506030 Microsoft Windows KB891781 Security Smith 5 0504504.MST English 1.0- SP-009288-00 False Update MS05-013 200502090 Microsoft Windows KB893056 Hibernate Smith 5 0507506.mst English False Button Turn Off fix KB893056 Microsoft Windows KB893066-Security Smith 5 0517301.MST English 2.0- SP-009713-01 False Update MS05-019 200506200 Microsoft Windows KB893086-Security Smith 5 0515901.MST KB893086 SP-009684-00 False Update MS05-016 English 1.0- 200506030 Microsoft Windows KB893803-Windows Smith 5 0515904.MST 3.1- SP-009766-00 False Installer 3.1 KB893803- 1.0-200506060 Microsoft Windows KB894391-SVC Host Smith 5 0515905.MST English 1.0- SP-009724-00 False error fix 200505190 Microsoft Windows KB896358-Security Smith 5 0517304.MST English 1.0- SP-010013-00 False Update-MS05-026 200506200 Microsoft Windows KB896422-Security Smith 5 0517204.MST English 1.0- SP-010055.00 False Update-MS05-027 200506200 Microsoft Windows KB896428-Security Smith 5 0522305.MST English 1.0- SP.010081-00 False Update MS05-033 200506200. Microsoft Windows KB901214-Security Smith 5 0521301.mst English OEM False Update MS05-036 distribution Microsoft Windows KB903235-Security Smith 5 0521304.mst English OEM False Update MS05-037 Distribution Microsoft Windows Media Player 10 Smith 10 0429401.MST English OPK False Microsoft Windows Windows.NET Smith 5 0513101.mst SPI False Framework Service KB867460 Pack Microsoft Windows Windows Media Smith 5 0516001.MST ver.X10-86962 SP-009834-00 False Connection Microsoft Windows Windows XP OPK Smith 10 0132507.mst GM False MUI Microsoft Windows Windows XP Smith 10 0421902.mst English SP2 False Professional Edition Gold Microsoft Windows Windows.NET Smith 10 0314926.mst Framework 1.1 False OPK Support Sony ITC Windows SLP Files Smith 10 0516012.SNC 1.1.1.0- False 200506040 Sun Windows Java 2 Runtime Smith 10 0515401.sun 1.5.0.03 True Microsystems Environment Driver Alps Driver-Mouse Pointing Driver Smith 6 0519301.ALP 050629 SP-010147-00 False Registry Patch Alps Driver-Mouse Touchpad Smith 6 0421501.alp 5.3.511.2c SP-001993-36 True WHQL Connexant Driver-Modem Smart MC3Z Smith 6 0518101.CXT 7.28.00.50- SP-008161-08 False 050628logo Intel Driver-Network Ethernet driver Smith 6 0430001.itl 8.0.13.0 SP-002515-11 False WHQL Intel Driver-Display Intel 915G graphics Smith 6 0518801.itl 6.14.10.4333h SP-007709-14 False WHQL Intel Driver-System Intel Smith 6 0520902.itl 6.1.0.1008 SP-008174-00 True 915GM_PM_GMS_910GML WHQL Alviso Intel Driver-Display Intel Graphics Driver Smith 6 0515102.itl v01 SP-009674.00 False Registry Patch Intel Driver-Wireless Intel Pro Smith 6 0516401.ITL 9.0.2.25a-logo SP-007020-07 False LAN 2915ABG_2200BG RealTek Driver-Sound Audio Driver Smith 6 0519601.RTK 5.10.0.5129- SP-008252-28 False 050715_WHQL Sony Ericsson Driver-Modem VDC EGPRS Modem Smith 11 0506001.ser 3.0.0.1510 SP-009393-00 False Driver WHQL Sony ITC Driver-System Notebook Control Smith 12 0429202.SNC 6.0.1.08290- SP-004458-00 False 020604 WHQL Sony ITC Driver-System SonyPi Smith 12 0418902.SNC 7.0.3.820 SP-004457-00 False WHQL Sony ITC Driver-Mouse USB Mouse Smith 6 0508001.SNC 1.56-whql SP-002012-05 False (resubmitted) Sony ITC Driver-Imaging VAIO USB Camera Smith 6 0306208.snc 1.2.00.01172 SP-004578-01 False WHQL Sony ITC Driver-Hard Disk VGP-MCA10 registry Smith 6 0428705.snc 1.0.0.10130 SP-007787-02 False patch Texas Driver-Hard Disk Memory Stick Driver Smith 6 0520601.tex 2.0.0.5_Logo SP-009671-04 False Instruments Texas Driver-Hard Disk Memory Stick driver Smith 6 0517802.tex 1.0.0.0- SP-010131-00 False Instruments Registry patch 20050610 Toshiba Driver-System Bluetooth driver Smith 13 0519901.TOB 3.03.13SO- SP-009675-03 False 04_RC3.20050708 Toshiba Driver-System Bluetooth Registry Smith 13 0517801.TOB 1.0.0.0 SP-010130-00 False Patch Utility Sony ITC System Tool AV Mode Button Smith 6 0519303.SNC 1.0.00.06291 SP-010142-00 False Utility Sony ITC System Tool Battery Check Utility Smith 12 0506701.SNC 1.0.02.01240 SP-007112-03 True Sony ITC System Tool Memory Stick Pro Smith 12 0503605.snc 2.4.0.13260.0502040 SP-005054-04 True Formatter Sony ITC System Tool OCA Marker Smith 6 0404201.snc 1.03.1.0401130 False Sony ITC System Tool SetReso Smith 12 0429607.snc 2.3.1.2702 SP-002911-18 False Sony ITC System Tool Setting Utility Series Smith 12 0516014.SNC 1.2.00.05270 SP-008403-11 True Sony ITC System Tool VAIO Central Smith 14 0516704.SNC 1.1.02.061005 False Sony ITC System Tool VAIO Event Service Smith 12 0516805.SNC 2.2.00.06130 SP-008245-21 True Sony ITC System Tool VAIO Power Smith 12 0521405.SNC 1.7.00.08011 SP-008404-19 True Management Sony ITC System Tool VAIO Update Smith 11 0516103.SNC 2.1.02.01250 True (Not for LA) Sony ITD System Tool Sony Digital Signature Smith 15 0121802.snd 1.0 False Sony ITD System Tool VAIO Support Central Smith 14 0519320.SND 1.0.0.63005 False Library Sony ITC Shared Library ImageStation Library Smith 16 0318106.snc 3.0.01.05290 SP-005050-01 True Sony ITC Shared Library Sony MP4 Shared Smith 17 0503512.snc 1.1.00.12200 SP-009172-00 False Library Sony ITC Shared Library Sony Shared Library Smith 18 0503811.snc 2.10.00.01250 SP-005988-01 True XP Sony ITC Shared Library Sony Video Shared Smith 17 0503505.snc 2.0.01.12200 SP-009171-00 True Library Sony ITC Shared Library SonyUtils Smith 12 0515908.snc 6.2.00.17310 SP-008151-18 True Application-Audio Video Macromedia Multimedia Flash Player Smith 19 0420101.MAC 7.0.19.0 True Sony ITC Multimedia OpenMG Setup Smith 17 0516005.snc 4.2.00.06070 SP-009199-02 True (Not for LA) Sony ITC Multimedia Sonic Stage Mastering Smith 17 0430713.snc 1.4.00.10260_Aroma- SP-007851-03 False Studio Audio Filter IRX3190 Presets Sony ITC Multimedia VAIO Entertainment Smith 17 0517204.snc 1.2.11.06150 SP-009842-01 True Platform Application-Productivity Adobe Productivity Adobe Reader Smith 1 0504801.ADB 7.0.0.0-English True Updated Adobe Productivity Adobe Reader Patch Smith 1 0515201.adb 7.0.1 False Veritas Productivity PxEngine Smith 20 0518101.VER 2.4.35.500a SP-007059-10 True Application-Communications Google Communica- Google Toolbar Smith 1 0503801.goo 2.0.114.10_US True tion Applications-Marketing Sony ITC Marketing Memory Stick Icon Smith 12 0209504.snc 1.2.0.0- SP-002377-02 False Material 20010912 Sony ITC Marketing VAIO LiteFlow Smith 18 0515905.snc 1.0.01.05100 SP-008504-01 False Material Wallpaper Sony ITC Marketing VAIO Long Battery Smith 18 0516607.SNC 1.0.00.05200 SP-009801-00 False Material Life Wallpaper (RC) Sony ITC Marketing VAIO Original Screen Smith 18 0516001.snc 1.1.01.06070 SP-008470-05 False Material Saver Sony ITC Marketing VAIO Scene Smith 18 0503503.snc 1.0.01.- SP-008486-01 False Material Screensaver 12280_Scene_SD_Wide Sony ITD Marketing Bookmarks-IE Smith 1 0503801.SND 1.0.00.0502070 False Material (US) Sony ITD Marketing Image Station Photo Smith 5 0508804.snd 1.0.0.0503280 False Material Printing RegKeys Sony ITD Marketing VAIO Registration Smith 15 0519419.SND Fall05-14.0.2 False Material Documentation Sony ITD Documentation Latest Information Smith 21 0522304.SND Fall05 English n/a True V2 Sony ITD Documentation Recovery Guide Smith 21 0520301.SND Fall05 English n/a True Sony ITD Documentation VAIO User Manual Smith 21 0520701.SND 1.00.16EN07251 SP-010132.02 True (IRX-3250 ENU) SIT Build Tools Sony ITD Tools E-Flyer pop up utility Smith 4 0507506.SND 1.2.1901.20464 False Sony ITD Tools HDD Kick Tool Smith 3 0520614.SND 3.1.5.0 False Sony ITD Tools VAIO Drivers Smith 10 0521610.SND G336B02 True

Items Associated to Series:

Type Release Name Index MODULE MOD-Click_To_DVD (0518903.snd) MODULE MOD-DVGate_Plus (0516403.snd) MODULE MOD-IceMaker (0519313.snd) MODULE MOD-Image_Converter (0517211.snd) MODULE MOD-Moodlogic (0516810.snd) MODULE MOD-MS_Works_Bundle (0506705.snd) MODULE MOD-NIS_2005_Trial (0521324.snd) MODULE MOD-Office_2003_Basic (0505102.snd) MODULE MOD-Office_2003_Professional (0520615.snd) MODULE MOD-Office_2003_Small_Business (0520613.snd) MODULE MOD-Office_2003_Small_Business_Trial (0519613.snd) MODULE MOD-Office_2003_Student_Teacher_Trial (0519616.snd) MODULE MOD-PhotoShop_Album_Starter_Edition (0517909.snd) MODULE MOD-Photoshop_Elements (0505510.snd) MODULE MOD-Premiere_Pro (0503904.snd) MODULE MOD-Premiere_Standard (0520304.snd) MODULE MOD-Quicken_New_User_Edition (0504901.snd) MODULE MOD-Roxio_DigitalMedia_SE (0518107.snd) MODULE MOD-S_S_M_S (0518801.snd) MODULE MOD-Spy_Subtract (0517402.snd) MODULE MOD-Toshiba_Bluetooth (0518111.snd) MODULE MOD-VAIO_Media (0519301.snd) MODULE MOD-VAIO_Survey_Standalone (0518615.snd) MODULE MOD-WinDVD (0518607.snd) MODULE MOD-Wireless_Help_Utility (0504904.snd) MODULE MOD-Wireless_Switch_Setting_Utility (0518108.snd) MODULE XMOD-AOL_Software (0519417.snd) MODULE XMOD-SonicStage (0517302.snd) Recovery Image P1 Recovery Image (0520914.snd) Changes from Previous:

Missing From Module Build 7 Vendor Release Name Defect Owner Index Version New Components to Premiere Pro Module Build 7 Defect Vendor Release Name Owner Index Version IRT ID Recovery New Releases to Premiere Pro Module Build 7 Old Vendor Release Name Index New Version Old SITID Version Removed from Premiere Pro Module Build 7 Vendor Release Name Defect Owner Index Version Sony Driver Settings Smith 6 0503807.SNC 050131 NB ITC Request Page

13.6.10 RPT-10: Media Set Report

Type Release Name Index MODULE MOD-Click_To_DVD (0518903.snd) MODULE MOD-DVGate_Plus (0516403.snd) MODULE MOD-IceMaker (0519313.snd) MODULE MOD-Image_Converter (0517211.snd) MODULE MOD-Moodlogic (0516810.snd) MODULE MOD-MS_Works_Bundle (0506705.snd) MODULE MOD-NIS_2005_Trial (0521324.snd) MODULE MOD-Office_2003_Small_Business_Trial (0519613.snd) MODULE MOD-Office_2003_Student_Teacher_Trial (0519616.snd) MODULE MOD-PhotoShop_Album_Starter_Edition (0517909.snd) MODULE MOD-Photoshop_Elements (0505510.snd) MODULE MOD-Premiere_Pro (0503904.snd) MODULE MOD-Premiere_Standard (0520304.snd) MODULE MOD-Quicken_New_User_Edition (0504901.snd) MODULE MOD-Roxio_DigitalMedia_SE (0518107.snd) MODULE MOD-S_S_M_S (0518801.snd) MODULE MOD-Spy_Subtract (0517402.snd) MODULE MOD-Toshiba_Bluetooth (0518111.snd) MODULE MOD-VAIO_Media (0519301.snd) MODULE MOD-VAIO_Survey_Standalone (0518615.snd) MODULE MOD-WinDVD (0518607.snd) MODULE MOD-Wireless_Help_Utility (0504904.snd) MODULE MOD-Wireless_Switch_Setting_Utility (0518108.snd) MODULE XMOD-AOL_Software (0519417.snd) MODULE XMOD-SonicStage (0517302.snd) Recovery P1 Recovery Image (0520914.snd) Image Data File bitindex.ini (0519625.snd) Data File LeonV-HE Data File (0521334.snd) Data File module.ini R (0520102.snd) EPC EPC_A-0198-LeonV_Latest_Information (0521323.snd) EPC EPC_A-0199-Security_Updates_MS05-036_037 (0521602.snd) EPC EPC_A-0202-Security_Updates_MS05-038_039 (0523011.snd) Foundation FI-LeonV-HE (0520208.snd) Image PAC File FI-LeonV-HE PAC File (0520209.snd)

13.6.11 RPT-11: Part Report

Attribute Name Description Part Name Adobe Premiere Pro Parent Planning Part Adobe Premiere Pro Active Yes Major Version 7 Part Type Installable Application Part Sub Type Application Dependency Append None Dependency Need: VAIO Edit Components 5.0 Install Order After: VAIO Edit Components 5.0 Customer Label Adobe Premiere Pro Customer Desc ENU-US: Adobe's semi professional video editing application. BLID N/A isDefault Yes Champion Smith 1 Owner Smith 1 Localised By VOA Target Series Hogwarts4-MC Horizon2-HE Horizon2-MC Horizon2-PR Horizon3_GD-HE Horizon3_GD-MC Horizon3_GD-PR LeonS2-HE LeonS2-PR LeonV-HE LeonV-PR Messenger-HE Messenger-PR Sherry_WWAN-PR Spirit2-HE Spirit2-PR Spirit3-HE Spirit3-PR Series Dependency N/A Supported LangRegions ENU-US Change Log isTemporary No Default Installer Type (select EXE from list) Default Setup File Premiere.EXE Default Command Line -s -n Arguments Default OPK No Default Base Plus No Default Recoverable yes Default Interactive No Vendor Adobe

13.6.12 RPT-12: Part Release Report

Attribute Name Description Release ID 120123 Detailed Version 7.5.0.0 Release Name Adobe Premiere 7.0 Target LangRegions en_US Release Notes ***Install Instructions*** [WeberN - 7/16/04 12:10:00 PM] Run Setup.exe ***Uninstall Instructions*** [WeberN - 7/16/04 12:10:00 PM] Uninstall via Add/Remove Programs ***Release Notes*** [WeberN—7/16/04 12:10:00 PM] Adobe Premiere Pro 7.5, OEM 282 Status GM Submitted By Smith 22 Next Release none Virus Check dropdown: statuses TBD WHQL status not applicable PlmStatus dropdown: statuses TBD Is Default Release yes Is Latest Release yes Version Path C:\PROGRAM FILES\ADOBE\ PREMIERE PRO 7.5\ADOBE PREMIERE PRO.EXE Version ID 7.5.0.000.1010 Version check before Premiere.EXE version 7.5 installation Change Log No record Installed Folder Path C:\PROGRAM FILES\ADOBE\ PREMIERE PRO 7.5\ Installer Place TBD Installer Type (select from EXE list) Setup File Premiere.EXE Command Line -s -n Arguments OPK no Base Plus no Recoverable yes Interactive no Repackaged yes Snapshot ID n/a

13.6.13 RPT-13: Part Release Version Report 13.6.14 RPT44: RTM Report

-   -   1. User picks one Series/LangRegion.     -   2. User picks one or more OSs.     -   3. User selects which sub-reports to include.     -   4. System presents format that can be loaded into MS Word for         further editing.

13.6.15 RPT-15: Test Status for Series 13.6.16 RPT46: Test Status for All Active Series 13.6.17 RPT47: Defect Report for Individual Defect

Now referencing FIG. 25, the screen shot of a “Defect View” is shown, which includes the defect report.

13.6.18 RPT-18: Defects By User, Team, Series, Cycle, Etc. 13.6.19 RPT-19: Test Case Report

Now referencing FIG. 26, the screen shot of “Test Results: Update from test strategy” is shown.

13.6.20 RPT-20: Test Strategy Report

With reference to FIG. 27, the report currently being implemented is shown. This report must be adapted to the Epic Data Model.

13.6.21 RPT-20: Test Strategy Status Report 13.6.22 RPT-22: End-of-cycle Defect Report

-   -   1. User picks one or more Series/LangRegion combinations.     -   2. User picks one or more cycles or date ranges.     -   3. User selects which sub-reports to include.     -   4. System loads each report into separate worksheet (preferred)         or separate excel document.

Defect Priority

Fall 05 Sum 05 Priority Priority 0 58 82 Priority 1 213 99 Priority 2 263 139 Priority 3 193 102 Priority 4 22 4 Priority N/A 146 114 Total 895 540

Defect Severity

Fall 05 Sum 05 Severity 0 20 22 1 192 120 2 357 176 3 203 127 N/A 123 95 895 540

Defect Exposure

Fall 05 Sum 05 Exposure LI 25 17 HVCG 160 76 LNFU 348 194 LIDB 154 96 VUS 101 59 Blank 107 98 895 540

Defect Resolution by Application Champion

Fall 05 Summer 05 Champion Fixed Def/WNF Other Total Champion Fixed Def/WNF Other Total Smith 23 3 0 3 6 jones1 0 2 2 4 Smith 24 12 1 5 18 jones2 1 0 0 1 Smith 18 0 1 2 3 jones3 6 6 16 28 Smith 25 1 1 2 4 jones4 15 3 8 26 Smith 26 21 4 18 43 jones5 7 6 4 17 Smith 27 24 12 6 42 jones 14 3 11 28 Smith 28 9 1 12 22 jones 8 10 45 63 Smith 29 1 4 12 17 Jone 0 5 3 8 Smith 21 8 11 4 23 jones 13 1 3 17 Smith 30 11 7 7 25 jonesa 1 6 0 7 Smith 31 16 9 19 44 jones 1 5 5 11 Smith 32 3 2 19 24 jones 8 2 1 11 Smith 33 2 1 7 10 Smith 19 1 0 1 2 Smith 5 19 2 13 34 jones 4 1 1 6 Smith 19 20 2 1 23 jones 13 3 17 33 Smith 20 3 2 3 8 jones 26 7 16 49 Smith 34 6 8 20 34 jones 9 2 2 13 Smith 35 5 0 3 8 jones 0 2 1 3 Smith 12 11 4 13 27 jones 71 10 25 106 Smith 14 4 18 14 36 jones 3 3 6 10 Smith 10 49 32 58 139 Winter 4 5 2 11 Smith 36 2 1 2 5 jones 1 40 22 63 Smith 3 42 23 38 103 jones 7 7 6 20 Smith 37 27 11 17 53 Smith 9 4 4 9 17 Smith 13 13 20 35 68 Smith 15 9 35 4 48

Defect Resolution by Module (First Level Applications on FI BOM Should be Included)

Application Sev 0 Sev 1 Sev 2 Sev 3 N/A Total P = 0 P = 1 P = 2 P = 3 P = 4 P = N/A Total All resolutions - Fall 2005 - Top Ten HDD Kick Tool 0 29 34 12 14 89 0 34 21 18 2 14 89 NB Hardware 0 18 26 2 10 56 0 14 19 10 3 10 56 Other VAIO 0 2 7 29 4 42 0 2 6 30 0 4 42 Registration VAIO Support 8 0 11 18 2 39 12 0 6 18 0 3 39 Central Desktop 0 16 10 2 2 30 1 15 10 2 0 2 30 Hardware Other Sony Changer 3 6 14 7 0 30 3 7 14 6 0 0 30 S/W Finger Print PS 0 2 19 5 1 27 0 0 15 9 1 2 27 IE Remote 0 11 8 6 0 25 0 11 12 2 0 0 25 Control Extension Kansas 0 5 10 10 0 25 25 0 0 0 0 0 25 Emerald/Kansas SmartWi 1 2 6 7 8 24 1 2 9 4 0 8 24 Connection Utility All resolutions - Summer 2005 - Top Ten HDD Kick Tool 0 46 45 14 6 111 23 32 39 9 0 8 111 VAIO Control 0 2 18 13 10 43 1 7 11 11 1 12 43 Central VAIO Central 12 0 9 5 6 32 24 0 0 1 0 7 32 Beta Connection 1 0 2 21 4 28 0 0 12 9 1 6 28 Manager SmartWi 0 0 1 16 9 26 0 1 3 12 0 10 26 Connection Utility Emerald Beta 1 7 5 3 3 19 14 0 0 2 0 3 19 VAIO 0 0 5 5 4 14 0 1 1 8 0 4 14 Registration Intel Graphics 0 2 3 3 5 13 0 2 4 2 0 5 13 Windows Media 0 2 4 2 3 11 0 2 2 4 0 3 11 Center AOL 0 5 1 1 2 9 0 3 2 2 0 2 9

Ton Ten Deferred/Will Not Fix Defects

Application Sev 0 Sev 1 Sev 2 Sev 3 N/A Total Top Ten Deferred/Will Not Fix Fall 2005 VAIO Registration 0 0 4 27 0 31 HDD Kick Tool 0 1 10 9 0 20 VAIO Support Central 0 0 5 13 0 18 Windows MCE 0 0 4 8 0 12  Notebook Hardware Other 0 1 8 2 0 11 Sony Changer S/W 0 1 4 4 0 9 Fingerprint Protection Suite 0 0 3 3 0 6 Intel 915G Graphics 0 0 4 2 0 6 MOD-Wireless Connection 0 0 1 5 0 6 Utility Libertas 802.11bg Wireless 0 1 0 4 0 5 Top Ten Deferred/Will Not Fix Summer 2005 Connection Manager 0 0 2 18 0 20 SmartWi Connection Utility 0 0 0 15 0 15 HDD Kick Tool 0 3 6 1 0 10 Emerald Beta 1 0 1 2 2 6 VAIO Registration 0 0 2 4 0 6 Intel Graphics 0 0 2 3 0 5 VAIO Control Center 0 0 2 3 0 5 Windows MCE 0 0 3 2 0 5 AOL 0 2 1 1 0 4 VAIO Central Beta 1 0 2 0 0 3

13.6.23 RPT-23: Build Count

FI Recovery Project OS Builds Media Builds Horizon2 MCE 4 1 Horizon2 HE 2 2 Mare4/Viento4 HE 4 4 Spirit2 HE 3 3 Spirit2 PR 3 3 JediH2 HE 2 3 LeonS2 HE 2 2 LeonS2 PR 2 2 Horizon2 LA 2 2 HE Viento LA 2 2 HE Horizon2 PR 2 2 Spirit2 LA 4 2 HE Spirit2 LA 4 2 PR LeonS2 LA 2 2 HE LeonS2 LA 2 3 PR Spirit2 FC 2 2 HE Aroma3 HE 4 5 Aroma3 PR 3 5 Aroma3 LA 2 2 PR Hogwarts4 MCE 4 4 Hogwarts4 LA 2 1 HE

While the particular SYSTEM AND METHOD FOR SOFTWARE INTEGRATION AND FACTORY DEPLOYMENT is herein shown and described in detail, it is to be understood that the subject matter which is encompassed by the present invention is limited only by the claims. 

1. A method for managing computer production in an enterprise, comprising: receiving a block of software offerings, each block being associated with at least one product series; receiving a product series component structure defining parts for a respective product series; adding parts required for a product series to the block associated with the series, parts being assigned to each software class and related software specification pair in a block based on the part or parts required for the pair to thereby define a design structure; storing the data structure on a tangible computer readable medium; and establishing a software bill of materials (BOM) on the computer readable medium based on the design structure using at least one of: a template and/or a snapshot; and accessing the computer readable medium to provide software on a computer.
 2. The method of claim 1, further comprising: defining software offerings, a software offering including at least one software class and at least one associated software specification; associating at least one software offering with at least one product series in a plurality of series to establish a configuration, configurations cumulatively defining a configuration range that contains product offerings of the enterprise for all regions in which the enterprise does business; and grouping classes into blocks, a block being associated with at least one product series.
 3. The method of claim 2, comprising defining which classes are dependent on each other.
 4. The method of claim 3, comprising defining which blocks are base blocks. 5-8. (canceled)
 9. A software management database on a computer readable medium, the database containing: data structures supporting computer software provisioning for a range of CTO/BTO variations, language variations, region variations, and operating system variations.
 10. The database of claim 9, comprising: bill of materials (BUM) entities, each BOM entity containing information related to parent BOMs and child BOMs, if any, each BOM entity also including at least one engineering part ID, at least one software release ID, at least one major version ID, at least one group ID, at least one component ID, at least one planning parts ID, and at least one software series ID; and at least one plan parts entity including launch dates for software base releases, import dates for software bases indicating when the bases were imported into computers, identifications for software bases.
 11. The database of claim 10, comprising at least one components entity including launch dates for software base releases, import dates for software bases, identifications for software bases.
 12. The database of claim 11, comprising at least one software release entity containing a base ID, a name, a file path, a launch date.
 13. The database of claim 12, comprising at least one software release status entity including data representing status and name of a software release.
 14. The database of claim 13, comprising at least one group entity containing data representing a name and launch of a type.
 15. The database of claim 14, comprising at least one series entity containing a software series ID, base ID, name, an indication of being active, a launch date, an import date.
 16. The database of claim 15, comprising at least one engineering parts entity containing an engineering part ID, a base ID, a type ID, a name, a launch date, and indication of dependent parts.
 17. The database of claim 16, comprising at least one engineering parts major revision entity containing information related to default use.
 18. The database of claim 17, comprising at least one engineering part software release entity containing information on a related engineering part entity, a related engineering parts major revision entity, a related language code entity.
 19. The database of claim 18, comprising at least one language entity containing information related to a language name and a language code.
 20. A computer-implemented system for creating bills of materials (BOMs), comprising logic executable by a computer and stored on a computer readable medium, the logic: facilitating creation of BOMs using templates and/or snapshots.
 21. The system of claim 20, wherein BOMs are automatically generated based on part attributes and groups of parts, major versions, and releases.
 22. The system of claim, wherein the logic automatically checks BOMs to reduce errors.
 23. A computer system executing logic stored on a computer readable medium, the computer system: entering, into a first database, first software data, the first software data including operating systems and configure to order/build to order (CTO/BTO) options; transferring at least some of the first software data in the first database to a comprehensive global database; and automatically adding to a bill of materials (BOM) through the comprehensive global database second software data, the second software data including one or more of operating system updates, device drivers, utilities.
 24. The system of claim 23, wherein software along with metadata that describes the software is checked into the comprehensive global database by users.
 25. The system of claim 24, wherein the BOM for a specific series/language/region is frozen/locked and the process to create factory deliverables including software image, software modules, and data) is then begun.
 26. The system of claim 25, wherein factory deliverables derived from the comprehensive global database are tested and validated to meet quality standards, the factory deliverables, and metadata that describes them, then being delivered to a factory to be used in mass production.
 27. The system of claim 26, wherein the comprehensive global database supports software variations in CTO/BTO, language, region, and OS, the comprehensive global database facilitating the creation of CTO systems, based on individual customer orders, in a mass production process with every piece of software preinstalled and ready to use.
 28. The system of claim 28, wherein the comprehensive global database facilitates automatically mapping hardware components to software releases.
 29. The system of claim 28, wherein the comprehensive global database facilitates specifying language and geographic region for each software release at the time of software check-in, with a correct release being assigned to each BOM automatically.
 30. The system of claim 29, wherein the comprehensive global database facilitates creation of BOMs using templates and snapshots for efficiency, the BOMs being automatically generated based on part attributes, groups of parts, major versions, and releases.
 31. The system of claim 29, wherein the comprehensive global database facilitates automatic checking of BOMs to reduce errors.
 32. The system of claim 29, wherein the comprehensive global database facilitates use of a list of software releases directly instead of microcode, with microcode bit mappings being constrained to each recovery media set that is defined. 